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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 | $137,806 | $95,979+43.6% | $74,551+84.8% | $135,380+1.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.27% | 56.97%-66.2pp | 32.53%-41.8pp | 519.81%-529.1pp |
| Employer contribution / active EE | $9,137 | $2,716+236.4% | $1,961+365.9% | $4,779+91.2% |
| Participant deferral / active EE | $208 | $3,844-94.6% | $3,108-93.3% | $5,609-96.3% |
| Admin fee / account holder | $1,718 | $6,522-73.7% | $5,059-66.0% | $10,828-84.1% |