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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 | $116,018 | $91,525+26.8% | $130,026-10.8% | $75,181+54.3% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.5%+17.5pp | 67.2%+28.8pp |
| Annual return | 10.63% | -631.40%+642.0pp | -137.26%+147.9pp | 160.69%-150.1pp |
| Employer contribution / active EE | $12,000 | $2,844+321.9% | $4,321+177.7% | $2,671+349.4% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,593 | $6,778+26.8% | $10,608-19.0% | $5,650+52.1% |