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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 | $235,493 | $131,835+78.6% | $108,582+116.9% | $273,972-14.0% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 1.94% | -91.57%+93.5pp | -51.70%+53.6pp | 41.46%-39.5pp |
| Employer contribution / active EE | $6,153 | $4,913+25.2% | $3,758+63.7% | $4,869+26.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $830 | $10,253-91.9% | $7,645-89.1% | $10,133-91.8% |