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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 | $121,215 | $91,525+32.4% | $130,026-6.8% | $75,181+61.2% |
| Participation rate | 86.7% | 71.4%+15.2pp | 78.5%+8.2pp | 67.2%+19.5pp |
| Annual return | 2.53% | -631.40%+633.9pp | -137.26%+139.8pp | 160.69%-158.2pp |
| Employer contribution / active EE | $12,721 | $2,844+347.3% | $4,321+194.4% | $2,671+376.4% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,363 | $6,778+141.4% | $10,608+54.2% | $5,650+189.6% |