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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 | $177,913 | $135,956+30.9% | $123,894+43.6% | $273,972-35.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | -0.98% | 56.63%-57.6pp | 47.52%-48.5pp | 41.46%-42.4pp |
| Employer contribution / active EE | $16,343 | $5,170+216.1% | $4,617+254.0% | $4,869+235.7% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,655 | $9,817-73.0% | $8,357-68.2% | $10,133-73.8% |