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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 | $153,213 | $106,115+44.4% | $85,969+78.2% | $125,389+22.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -35.18% | 13.93%-49.1pp | 9.32%-44.5pp | 282.24%-317.4pp |
| Employer contribution / active EE | $9,167 | $4,537+102.0% | $3,474+163.8% | $4,866+88.4% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,918 | $8,144+83.2% | $6,053+146.5% | $9,541+56.4% |