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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 | $114,325 | $52,836+116.4% | $105,738+8.1% | $64,173+78.2% |
| Participation rate | 87.9% | 66.5%+21.3pp | 76.3%+11.5pp | 69.6%+18.3pp |
| Annual return | -8.94% | 14.30%-23.2pp | 6.27%-15.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $8,598 | $1,827+370.6% | $3,268+163.1% | $2,381+261.1% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,834 | $3,959+22.1% | $6,913-30.1% | $4,887-1.1% |