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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 | $210,682 | $131,835+59.8% | $108,582+94.0% | $273,972-23.1% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.6%+16.3pp | 83.0%+12.8pp |
| Annual return | 1.07% | -91.57%+92.6pp | -51.70%+52.8pp | 41.46%-40.4pp |
| Employer contribution / active EE | $13,093 | $4,913+166.5% | $3,758+248.4% | $4,869+168.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,591 | $10,253+91.1% | $7,645+156.3% | $10,133+93.3% |