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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 | $149,237 | $167,522-10.9% | $151,639-1.6% | $134,532+10.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.37% | 7.81%-30.2pp | 3.34%-25.7pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,634 | $6,828-76.1% | $6,165-73.5% | $4,741-65.5% |
| Participant deferral / active EE | $3,154 | $8,986-64.9% | $8,363-62.3% | $6,401-50.7% |
| Admin fee / account holder | $1,650 | $13,780-88.0% | $11,613-85.8% | $11,429-85.6% |