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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 | $166,289 | $81,870+103.1% | $119,622+39.0% | $68,486+142.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -23.73% | -23.82%+0.1pp | -14.98%-8.7pp | -7.85%-15.9pp |
| Employer contribution / active EE | $6,781 | $2,692+151.9% | $4,232+60.2% | $2,597+161.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $19,043 | $6,583+189.3% | $10,328+84.4% | $5,404+252.4% |