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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 | $237,456 | $167,353+41.9% | $143,797+65.1% | $134,545+76.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.56% | 0.48%-25.0pp | -0.04%-24.5pp | 418.37%-442.9pp |
| Employer contribution / active EE | $16,467 | $5,620+193.0% | $4,952+232.5% | $4,742+247.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,558 | $18,096-69.3% | $14,679-62.1% | $11,431-51.4% |