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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 | $236,787 | $91,536+158.7% | $130,062+82.1% | $75,177+215.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 7.32% | -631.62%+638.9pp | -137.37%+144.7pp | 160.75%-153.4pp |
| Employer contribution / active EE | $20,690 | $2,845+627.2% | $4,322+378.7% | $2,671+674.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $36,719 | $6,780+441.6% | $10,601+246.4% | $5,651+549.7% |