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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 | $231,350 | $175,212+32.0% | $149,682+54.6% | $139,427+65.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -16.91% | 166.63%-183.5pp | 134.35%-151.3pp | 373.27%-390.2pp |
| Employer contribution / active EE | $14,000 | $5,475+155.7% | $4,818+190.5% | $4,752+194.6% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,446 | $16,150-35.3% | $13,210-20.9% | $11,404-8.4% |