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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 | $212,617 | $78,694+170.2% | $67,652+214.3% | $125,389+69.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -10.05% | 9.46%-19.5pp | 6625.40%-6635.4pp | 282.24%-292.3pp |
| Employer contribution / active EE | $18,457 | $3,044+506.4% | $2,266+714.7% | $4,866+279.3% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,052 | $7,403-45.3% | $4,821-15.9% | $9,541-57.5% |