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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 | $81,446+99.3% | $103,374+57.0% | $80,874+100.7% |
| Participation rate | 95.0% | 66.9%+28.1pp | 74.5%+20.5pp | 67.6%+27.4pp |
| Annual return | -1.64% | 25.57%-27.2pp | 24.89%-26.5pp | 35.62%-37.3pp |
| Employer contribution / active EE | $25,385 | $3,107+717.0% | $3,869+556.1% | $2,756+821.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,436 | $6,715+174.6% | $8,394+119.6% | $6,935+165.8% |