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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 | $198,356 | $101,763+94.9% | $164,866+20.3% | $80,874+145.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | -11.82% | 16.73%-28.5pp | 69.97%-81.8pp | 35.62%-47.4pp |
| Employer contribution / active EE | $9,742 | $2,954+229.7% | $4,343+124.3% | $2,756+253.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,168 | $8,228-73.7% | $12,689-82.9% | $6,935-68.7% |