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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 | $192,486 | $102,429+87.9% | $147,096+30.9% | $80,925+137.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -6.26% | 135.02%-141.3pp | 419.75%-426.0pp | 35.65%-41.9pp |
| Employer contribution / active EE | $8,881 | $3,716+139.0% | $4,936+79.9% | $2,756+222.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,327 | $7,957-33.0% | $13,005-59.0% | $6,940-23.2% |