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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 | $181,419 | $91,536+98.2% | $130,062+39.5% | $75,177+141.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 8.88% | -631.62%+640.5pp | -137.37%+146.2pp | 160.75%-151.9pp |
| Employer contribution / active EE | $5,391 | $2,845+89.5% | $4,322+24.7% | $2,671+101.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,827 | $6,780+15.5% | $10,601-26.2% | $5,651+38.5% |