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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 | $186,775 | $62,583+198.4% | $76,767+143.3% | $64,173+191.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -11.51% | -1.95%-9.6pp | 2.43%-13.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $5,585 | $1,832+204.8% | $2,485+124.7% | $2,381+134.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,782 | $4,667-40.4% | $6,675-58.3% | $4,887-43.1% |