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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 | $101,798+74.0% | $165,071+7.3% | $80,935+118.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -17.53% | 16.73%-34.3pp | 70.17%-87.7pp | 35.66%-53.2pp |
| Employer contribution / active EE | $25,862 | $2,954+775.4% | $4,347+494.9% | $2,757+838.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,084 | $8,221+47.0% | $12,695-4.8% | $6,924+74.5% |