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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 | $130,480 | $138,386-5.7% | $184,260-29.2% | $80,935+61.2% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.7%+29.3pp |
| Annual return | -4.99% | 20.02%-25.0pp | 28.84%-33.8pp | 35.66%-40.6pp |
| Employer contribution / active EE | $9,743 | $4,851+100.9% | $6,427+51.6% | $2,757+253.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,360 | $10,489-68.0% | $13,898-75.8% | $6,924-51.5% |