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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 | $144,114 | $54,757+163.2% | $90,304+59.6% | $72,975+97.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -16.68% | 30.63%-47.3pp | 78.13%-94.8pp | 81.01%-97.7pp |
| Employer contribution / active EE | $10,000 | $2,093+377.7% | $2,855+250.3% | $2,440+309.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,189 | $3,973-19.7% | $5,354-40.4% | $5,124-37.8% |