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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 | $145,882 | $110,240+32.3% | $96,544+51.1% | $139,487+4.6% |
| Participation rate | 90.5% | 78.1%+12.3pp | 76.0%+14.5pp | 80.3%+10.1pp |
| Annual return | -23.50% | 26.41%-49.9pp | 25.88%-49.4pp | 373.84%-397.3pp |
| Employer contribution / active EE | $10,771 | $3,622+197.4% | $2,966+263.1% | $4,755+126.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,819 | $11,602-58.5% | $8,254-41.6% | $11,407-57.8% |