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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 | $162,326 | $81,504+99.2% | $102,437+58.5% | $80,959+100.5% |
| Participation rate | 95.0% | 66.9%+28.1pp | 74.5%+20.5pp | 67.7%+27.3pp |
| Annual return | -1.64% | 25.60%-27.2pp | 24.95%-26.6pp | 35.67%-37.3pp |
| Employer contribution / active EE | $25,385 | $3,104+717.9% | $3,871+555.8% | $2,757+820.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18,436 | $6,719+174.4% | $8,388+119.8% | $6,925+166.2% |