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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 | $194,711 | $92,219+111.1% | $76,768+153.6% | $135,379+43.8% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -9.48% | 5.46%-14.9pp | 2.43%-11.9pp | 519.79%-529.3pp |
| Employer contribution / active EE | $6,545 | $3,216+103.5% | $2,485+163.3% | $4,779+36.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,111 | $10,749-33.8% | $6,675+6.5% | $10,828-34.3% |