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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 | $187,052 | $110,240+69.7% | $96,544+93.7% | $139,487+34.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -2.34% | 26.41%-28.8pp | 25.88%-28.2pp | 373.84%-376.2pp |
| Employer contribution / active EE | $25,659 | $3,622+608.4% | $2,966+765.0% | $4,755+439.7% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $28,415 | $11,602+144.9% | $8,254+244.2% | $11,407+149.1% |