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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 | $214,506 | $102,429+109.4% | $147,096+45.8% | $80,925+165.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -23.56% | 135.02%-158.6pp | 419.75%-443.3pp | 35.65%-59.2pp |
| Employer contribution / active EE | $18,559 | $3,716+399.5% | $4,936+276.0% | $2,756+573.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,598 | $7,957-17.1% | $13,005-49.3% | $6,940-4.9% |