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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 | $239,888 | $111,814+114.5% | $103,374+132.1% | $145,959+64.4% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | -12.59% | 24.77%-37.4pp | 24.89%-37.5pp | 561.95%-574.5pp |
| Employer contribution / active EE | $42,221 | $4,214+902.0% | $3,869+991.2% | $4,661+805.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,489 | $9,754+7.5% | $8,394+25.0% | $13,398-21.7% |