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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 | $211,998 | $91,537+131.6% | $130,045+63.0% | $75,173+182.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 6.41% | -631.55%+638.0pp | -137.30%+143.7pp | 160.72%-154.3pp |
| Employer contribution / active EE | $18,182 | $2,845+539.1% | $4,321+320.7% | $2,671+580.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,761 | $6,780+44.0% | $10,600-7.9% | $5,651+72.8% |