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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 | $202,770 | $112,300+80.6% | $90,223+124.7% | $125,389+61.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -6.21% | -0.57%-5.6pp | 1.31%-7.5pp | 282.24%-288.5pp |
| Employer contribution / active EE | $26,500 | $5,181+411.4% | $4,378+505.3% | $4,866+444.6% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $541 | $10,990-95.1% | $7,406-92.7% | $9,541-94.3% |