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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 | $75,729 | $73,988+2.4% | $96,538-21.6% | $75,177+0.7% |
| Participation rate | 96.8% | 66.4%+30.3pp | 74.3%+22.4pp | 67.2%+29.6pp |
| Annual return | -2.83% | 26.73%-29.6pp | 35.74%-38.6pp | 160.75%-163.6pp |
| Employer contribution / active EE | $12,212 | $2,930+316.8% | $3,740+226.5% | $2,671+357.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,795 | $5,220-27.3% | $6,737-43.7% | $5,651-32.9% |