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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 | $155,435 | $93,598+66.1% | $135,974+14.3% | $75,173+106.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -9.67% | 30.89%-40.6pp | 68.30%-78.0pp | 160.72%-170.4pp |
| Employer contribution / active EE | $16,896 | $3,538+377.6% | $4,859+247.7% | $2,671+532.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,101 | $6,978-55.6% | $10,767-71.2% | $5,651-45.1% |