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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 | $175,144 | $152,597+14.8% | $117,533+49.0% | $134,532+30.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -32.01% | 53.04%-85.0pp | 29.77%-61.8pp | 418.27%-450.3pp |
| Employer contribution / active EE | $24,013 | $5,576+330.6% | $4,179+474.6% | $4,741+406.5% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $555 | $7,007-92.1% | $5,647-90.2% | $11,429-95.1% |