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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 | $80,280 | $201,264-60.1% | $184,185-56.4% | $145,978-45.0% |
| Participation rate | 94.4% | 87.5%+6.9pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | -24.07% | 29.00%-53.1pp | 28.81%-52.9pp | 550.52%-574.6pp |
| Employer contribution / active EE | $25,692 | $7,021+265.9% | $6,426+299.8% | $4,662+451.1% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,128 | $16,376-19.8% | $13,909-5.6% | $13,400-2.0% |