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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 | $224,690 | $131,835+70.4% | $108,582+106.9% | $273,972-18.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.23% | -91.57%+88.3pp | -51.70%+48.5pp | 41.46%-44.7pp |
| Employer contribution / active EE | $17,802 | $4,913+262.4% | $3,758+373.7% | $4,869+265.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,249 | $10,253-78.1% | $7,645-70.6% | $10,133-77.8% |