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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 | $183,725 | $125,797+46.0% | $170,057+8.0% | $75,177+144.4% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | -7.66% | 27.20%-34.9pp | 53.42%-61.1pp | 160.75%-168.4pp |
| Employer contribution / active EE | $4,871 | $4,616+5.5% | $6,790-28.3% | $2,671+82.4% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,259 | $8,177-60.1% | $12,826-74.6% | $5,651-42.3% |