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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 | $143,378 | $87,132+64.6% | $105,624+35.7% | $80,959+77.1% |
| Participation rate | 98.8% | 70.4%+28.3pp | 75.3%+23.5pp | 67.7%+31.1pp |
| Annual return | -2.92% | 17.03%-20.0pp | 116.20%-119.1pp | 35.67%-38.6pp |
| Employer contribution / active EE | $11,629 | $2,397+385.2% | $3,168+267.1% | $2,757+321.8% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,058 | $8,449-75.6% | $10,961-81.2% | $6,925-70.3% |