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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 | $173,700 | $157,304+10.4% | $141,197+23.0% | $152,909+13.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | -8.18% | 64.34%-72.5pp | 71.41%-79.6pp | 345.46%-353.6pp |
| Employer contribution / active EE | $6,771 | $5,263+28.7% | $4,736+43.0% | $4,764+42.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,711 | $12,126-61.1% | $10,265-54.1% | $11,601-59.4% |