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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 | $234,783 | $92,219+154.6% | $76,768+205.8% | $135,379+73.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.86% | 5.46%-16.3pp | 2.43%-13.3pp | 519.79%-530.6pp |
| Employer contribution / active EE | $22,982 | $3,216+614.7% | $2,485+824.8% | $4,779+380.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,608 | $10,749-66.4% | $6,675-45.9% | $10,828-66.7% |