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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 | $241,117 | $100,811+139.2% | $86,698+178.1% | $134,545+79.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.36% | 29.11%-54.5pp | 35.96%-61.3pp | 418.37%-443.7pp |
| Employer contribution / active EE | $5,639 | $3,490+61.6% | $2,837+98.8% | $4,742+18.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,489 | $10,926+69.2% | $7,492+146.8% | $11,431+61.7% |