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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 | $157,576 | $65,566+140.3% | $86,200+82.8% | $75,173+109.6% |
| Participation rate | 92.0% | 60.5%+31.5pp | 69.0%+23.0pp | 67.2%+24.8pp |
| Annual return | -7.35% | 46.06%-53.4pp | 1168.58%-1175.9pp | 160.65%-168.0pp |
| Employer contribution / active EE | $9,876 | $1,553+536.0% | $2,381+314.9% | $2,670+269.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,121 | $5,475+249.2% | $6,853+179.0% | $5,651+238.4% |