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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 | $188,835 | $83,485+126.2% | $125,195+50.8% | $72,976+158.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -7.68% | 25.77%-33.4pp | 43.79%-51.5pp | 81.02%-88.7pp |
| Employer contribution / active EE | $12,297 | $2,346+424.2% | $3,866+218.1% | $2,440+404.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,783 | $5,518+41.0% | $9,704-19.8% | $5,124+51.9% |