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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 | $228,906 | $83,485+174.2% | $125,195+82.8% | $72,976+213.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -4.44% | 25.77%-30.2pp | 43.79%-48.2pp | 81.02%-85.5pp |
| Employer contribution / active EE | $25,000 | $2,346+965.8% | $3,866+546.6% | $2,440+924.6% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,734 | $5,518+112.7% | $9,704+20.9% | $5,124+129.0% |