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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 | $116,746 | $101,063+15.5% | $81,473+43.3% | $147,586-20.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -36.20% | 32.41%-68.6pp | 38.78%-75.0pp | 578.59%-614.8pp |
| Employer contribution / active EE | $33,661 | $3,206+950.1% | $2,568+1210.9% | $4,876+590.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,898 | $5,812+87.5% | $4,561+138.9% | $10,886+0.1% |