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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 | $128,180 | $135,645-5.5% | $110,243+16.3% | $135,380-5.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -9.86% | 513.24%-523.1pp | 314.76%-324.6pp | 519.81%-529.7pp |
| Employer contribution / active EE | $10,277 | $4,907+109.4% | $3,827+168.6% | $4,779+115.1% |
| Participant deferral / active EE | $1,489 | $5,507-73.0% | $4,672-68.1% | $5,609-73.5% |
| Admin fee / account holder | $1,266 | $11,458-88.9% | $8,548-85.2% | $10,828-88.3% |