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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 | $185,358 | $100,805+83.9% | $86,698+113.8% | $134,532+37.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.45% | 29.09%-54.5pp | 35.95%-61.4pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,796 | $3,490-48.5% | $2,837-36.7% | $4,741-62.1% |
| Participant deferral / active EE | $245 | $5,339-95.4% | $4,656-94.7% | $6,401-96.2% |
| Admin fee / account holder | $9,865 | $10,925-9.7% | $7,493+31.7% | $11,429-13.7% |