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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 | $206,505 | $211,946-2.6% | $169,452+21.9% | $135,380+52.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -15.28% | 3.26%-18.5pp | 1.83%-17.1pp | 519.81%-535.1pp |
| Employer contribution / active EE | $8,453 | $5,117+65.2% | $4,157+103.3% | $4,779+76.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,039 | $11,472+4.9% | $9,110+32.2% | $10,828+11.2% |