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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 | $116,782 | $116,203+0.5% | $93,621+24.7% | $152,897-23.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | -0.14% | 35.96%-36.1pp | 32.76%-32.9pp | 345.43%-345.6pp |
| Employer contribution / active EE | $2,222 | $3,219-31.0% | $2,719-18.3% | $4,764-53.3% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $71,433 | $10,751+564.5% | $7,890+805.4% | $11,599+515.8% |