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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 | $150,341 | $138,385+8.6% | $184,243-18.4% | $80,925+85.8% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.7%+30.3pp |
| Annual return | -12.57% | 20.02%-32.6pp | 28.82%-41.4pp | 35.65%-48.2pp |
| Employer contribution / active EE | $4,679 | $4,851-3.5% | $6,427-27.2% | $2,756+69.7% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,640 | $10,489-74.8% | $13,914-81.0% | $6,940-62.0% |