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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 | $155,737 | $75,962+105.0% | $154,108+1.1% | $64,173+142.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -19.52% | 30.32%-49.8pp | 735.21%-754.7pp | 7.63%-27.1pp |
| Employer contribution / active EE | $12,054 | $3,350+259.8% | $5,298+127.5% | $2,381+406.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,862 | $5,589-66.7% | $13,411-86.1% | $4,887-61.9% |