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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 | $203,801 | $131,835+54.6% | $108,582+87.7% | $273,972-25.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.53% | -91.57%+90.0pp | -51.70%+50.2pp | 41.46%-43.0pp |
| Employer contribution / active EE | $15,888 | $4,913+223.4% | $3,758+322.7% | $4,869+226.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,410 | $10,253-86.2% | $7,645-81.6% | $10,133-86.1% |