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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 | $169,166 | $99,345+70.3% | $84,753+99.6% | $273,972-38.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.17% | 22.93%-27.1pp | 22.78%-27.0pp | 41.46%-45.6pp |
| Employer contribution / active EE | $14,258 | $4,214+238.3% | $3,574+298.9% | $4,869+192.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,096 | $6,645+247.6% | $5,333+333.1% | $10,133+127.9% |