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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 | $235,541 | $99,345+137.1% | $84,753+177.9% | $273,972-14.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.94% | 22.93%-27.9pp | 22.78%-27.7pp | 41.46%-46.4pp |
| Employer contribution / active EE | $10,000 | $4,214+137.3% | $3,574+179.8% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,997 | $6,645-54.9% | $5,333-43.8% | $10,133-70.4% |