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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 | $186,559 | $93,617+99.3% | $135,982+37.2% | $75,177+148.2% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | -27.65% | 30.89%-58.5pp | 68.32%-96.0pp | 160.75%-188.4pp |
| Employer contribution / active EE | $43,620 | $3,538+1132.8% | $4,859+797.7% | $2,671+1533.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,506 | $6,980+50.5% | $10,767-2.4% | $5,651+85.9% |