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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 | $212,953 | $69,977+204.3% | $108,582+96.1% | $62,881+238.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -0.46% | 10.73%-11.2pp | -51.70%+51.2pp | 20.14%-20.6pp |
| Employer contribution / active EE | $23,148 | $2,135+984.3% | $3,758+515.9% | $2,281+914.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,745 | $5,076+111.7% | $7,645+40.5% | $4,296+150.1% |