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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 | $194,524 | $60,349+222.3% | $74,184+162.2% | $62,881+209.4% |
| Participation rate | 92.0% | 72.7%+19.3pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | -3.09% | 21.38%-24.5pp | 17.74%-20.8pp | 20.14%-23.2pp |
| Employer contribution / active EE | $10,000 | $1,680+495.1% | $2,370+321.9% | $2,281+338.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,157 | $4,261-49.4% | $5,586-61.4% | $4,296-49.8% |