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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 | $81,476+99.2% | $102,383+58.5% | $80,925+100.6% |
| Participation rate | 95.0% | 66.8%+28.2pp | 74.5%+20.5pp | 67.7%+27.3pp |
| Annual return | -1.64% | 25.59%-27.2pp | 24.94%-26.6pp | 35.65%-37.3pp |
| Employer contribution / active EE | $25,385 | $3,105+717.6% | $3,870+555.9% | $2,756+821.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,436 | $6,717+174.4% | $8,391+119.7% | $6,940+165.6% |