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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 | $137,967 | $123,793+11.4% | $177,848-22.4% | $79,856+72.8% |
| Participation rate | 97.4% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | -9.73% | 22.82%-32.6pp | 48.33%-58.1pp | 31.71%-41.4pp |
| Employer contribution / active EE | $1,568 | $4,095-61.7% | $5,919-73.5% | $2,471-36.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,199 | $7,243-69.6% | $12,431-82.3% | $5,306-58.6% |