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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 | $205,834 | $72,177+185.2% | $115,038+78.9% | $59,633+245.2% |
| Participation rate | 97.6% | 72.6%+25.1pp | 81.4%+16.3pp | 68.7%+28.9pp |
| Annual return | -9.34% | 12.02%-21.4pp | 26.14%-35.5pp | 2041.45%-2050.8pp |
| Employer contribution / active EE | $11,108 | $2,841+290.9% | $4,608+141.1% | $2,203+404.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,556 | $4,927+73.7% | $8,175+4.7% | $4,297+99.1% |