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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 | $237,793 | $131,835+80.4% | $108,582+119.0% | $273,972-13.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.25% | -91.57%+91.3pp | -51.70%+51.4pp | 41.46%-41.7pp |
| Employer contribution / active EE | $20,293 | $4,913+313.1% | $3,758+439.9% | $4,869+316.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $56,938 | $10,253+455.4% | $7,645+644.8% | $10,133+461.9% |