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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 | $196,953 | $157,304+25.2% | $141,197+39.5% | $152,909+28.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -7.97% | 64.34%-72.3pp | 71.41%-79.4pp | 345.46%-353.4pp |
| Employer contribution / active EE | $22,375 | $5,263+325.2% | $4,736+372.4% | $4,764+369.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,113 | $12,126-0.1% | $10,265+18.0% | $11,601+4.4% |