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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 | $157,041 | $109,359+43.6% | $162,185-3.2% | $72,976+115.2% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | -0.93% | 25.46%-26.4pp | 115.61%-116.5pp | 81.02%-81.9pp |
| Employer contribution / active EE | $2,588 | $3,907-33.8% | $5,613-53.9% | $2,440+6.1% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,764 | $7,972-77.9% | $10,844-83.7% | $5,124-65.6% |