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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 | $208,889 | $72,486+188.2% | $87,103+139.8% | $72,976+186.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -10.80% | 24.46%-35.3pp | 28.19%-39.0pp | 81.02%-91.8pp |
| Employer contribution / active EE | $13,186 | $1,894+596.3% | $2,521+423.0% | $2,440+440.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,247 | $5,055+3.8% | $7,491-30.0% | $5,124+2.4% |