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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 | $99,875+18.9% | $146,866-19.2% | $86,983+36.5% |
| Participation rate | 98.8% | 75.8%+22.9pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | -6.18% | 28.10%-34.3pp | 102.85%-109.0pp | 25.83%-32.0pp |
| Employer contribution / active EE | $6,415 | $3,224+99.0% | $4,425+45.0% | $2,584+148.2% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,689 | $7,838-78.5% | $13,620-87.6% | $7,856-78.5% |