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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 | $175,600+30.5% | $129,110+77.5% | $134,509+70.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -20.24% | -11.39%-8.9pp | -10.94%-9.3pp | 418.13%-438.4pp |
| Employer contribution / active EE | $14,210 | $6,355+123.6% | $5,052+181.3% | $4,741+199.8% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,654 | $23,567-88.7% | $14,302-81.4% | $11,427-76.8% |