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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 | $102,754 | $91,198+12.7% | $178,503-42.4% | $79,856+28.7% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | -2.42% | 24.20%-26.6pp | 151.12%-153.5pp | 31.71%-34.1pp |
| Employer contribution / active EE | $15,417 | $3,257+373.4% | $5,011+207.6% | $2,471+523.9% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $51,009 | $6,748+655.9% | $13,987+264.7% | $5,306+861.3% |