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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 | $200,913 | $125,797+59.7% | $170,057+18.1% | $75,177+167.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -3.04% | 27.20%-30.2pp | 53.42%-56.5pp | 160.75%-163.8pp |
| Employer contribution / active EE | $12,265 | $4,616+165.7% | $6,790+80.6% | $2,671+359.2% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21,667 | $8,177+165.0% | $12,826+68.9% | $5,651+283.4% |