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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 | $110,379+117.3% | $102,412+134.2% | $145,884+64.4% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | -12.59% | 24.84%-37.4pp | 24.94%-37.5pp | 551.85%-564.4pp |
| Employer contribution / active EE | $42,221 | $4,216+901.4% | $3,870+991.0% | $4,662+805.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,489 | $9,745+7.6% | $8,388+25.1% | $13,392-21.7% |