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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 | $172,172 | $91,536+88.1% | $130,062+32.4% | $75,177+129.0% |
| Participation rate | 86.8% | 71.5%+15.4pp | 78.5%+8.3pp | 67.2%+19.6pp |
| Annual return | 3.19% | -631.62%+634.8pp | -137.37%+140.6pp | 160.75%-157.6pp |
| Employer contribution / active EE | $3,947 | $2,845+38.7% | $4,322-8.7% | $2,671+47.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,628 | $6,780+160.0% | $10,601+66.3% | $5,651+211.9% |