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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 | $221,408 | $90,320+145.1% | $59,496+272.1% | $125,389+76.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -7.21% | 369.13%-376.3pp | 182.05%-189.3pp | 282.24%-289.5pp |
| Employer contribution / active EE | $16,092 | $1,792+798.2% | $1,153+1295.7% | $4,866+230.7% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,627 | $3,063-14.2% | $2,232+17.7% | $9,541-72.5% |