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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,719 | $106,749+11.2% | $145,433-18.4% | $82,448+44.0% |
| Participation rate | 98.8% | 75.6%+23.1pp | 82.1%+16.6pp | 68.1%+30.7pp |
| Annual return | -6.18% | 27.59%-33.8pp | 66.58%-72.8pp | 41.64%-47.8pp |
| Employer contribution / active EE | $6,415 | $3,444+86.2% | $4,554+40.8% | $2,551+151.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,689 | $8,390-79.9% | $13,129-87.1% | $7,234-76.7% |