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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 | $172,402 | $167,533+2.9% | $151,645+13.7% | $134,545+28.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.52% | 7.81%-30.3pp | 3.34%-25.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $22,504 | $6,828+229.6% | $6,165+265.0% | $4,742+374.6% |
| Participant deferral / active EE | $748 | $8,985-91.7% | $8,363-91.1% | $6,401-88.3% |
| Admin fee / account holder | $860 | $13,781-93.8% | $11,614-92.6% | $11,431-92.5% |