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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 | $201,405 | $86,938+131.7% | $102,423+96.6% | $80,925+148.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -8.74% | 18.89%-27.6pp | 29.42%-38.2pp | 35.65%-44.4pp |
| Employer contribution / active EE | $18,556 | $2,369+683.2% | $3,023+513.8% | $2,756+573.2% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,163 | $8,053+75.9% | $9,455+49.8% | $6,940+104.1% |