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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 | $177,645 | $131,835+34.7% | $108,582+63.6% | $273,972-35.2% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | -6.57% | -91.57%+85.0pp | -51.70%+45.1pp | 41.46%-48.0pp |
| Employer contribution / active EE | $6,667 | $4,913+35.7% | $3,758+77.4% | $4,869+36.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $118,405 | $10,253+1054.9% | $7,645+1448.8% | $10,133+1068.6% |