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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 | $219,457 | $153,311+43.1% | $109,313+100.8% | $273,972-19.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.17% | 29.86%-31.0pp | 22.07%-23.2pp | 41.46%-42.6pp |
| Employer contribution / active EE | $18,750 | $5,619+233.7% | $3,892+381.8% | $4,869+285.1% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31,770 | $8,076+293.4% | $5,666+460.7% | $10,133+213.5% |