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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 | $177,107 | $101,778+74.0% | $164,975+7.4% | $80,925+118.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -17.53% | 16.73%-34.3pp | 70.12%-87.7pp | 35.65%-53.2pp |
| Employer contribution / active EE | $25,862 | $2,954+775.5% | $4,343+495.5% | $2,756+838.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,084 | $8,221+47.0% | $12,688-4.8% | $6,940+74.1% |