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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 | $229,178 | $175,646+30.5% | $129,118+77.5% | $134,532+70.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -20.24% | -11.39%-8.9pp | -10.94%-9.3pp | 418.27%-438.5pp |
| Employer contribution / active EE | $14,210 | $6,355+123.6% | $5,051+181.3% | $4,741+199.7% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,654 | $23,578-88.7% | $14,305-81.4% | $11,429-76.8% |