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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 | $183,120 | $201,264-9.0% | $184,185-0.6% | $145,978+25.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -9.43% | 29.00%-38.4pp | 28.81%-38.2pp | 550.52%-559.9pp |
| Employer contribution / active EE | $2,380 | $7,021-66.1% | $6,426-63.0% | $4,662-48.9% |
| Participant deferral / active EE | $2,630 | $9,806-73.2% | $9,132-71.2% | $6,690-60.7% |
| Admin fee / account holder | $349 | $16,376-97.9% | $13,909-97.5% | $13,400-97.4% |