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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 | $171,806 | $117,904+45.7% | $102,457+67.7% | $145,978+17.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -10.23% | 31.80%-42.0pp | 29.41%-39.6pp | 550.52%-560.7pp |
| Employer contribution / active EE | $6,364 | $3,613+76.1% | $3,022+110.6% | $4,662+36.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $169,372 | $13,329+1170.7% | $9,451+1692.0% | $13,400+1163.9% |