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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 | $196,263 | $91,536+114.4% | $130,062+50.9% | $75,177+161.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 10.66% | -631.62%+642.3pp | -137.37%+148.0pp | 160.75%-150.1pp |
| Employer contribution / active EE | $7,000 | $2,845+146.1% | $4,322+62.0% | $2,671+162.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,138 | $6,780-39.0% | $10,601-61.0% | $5,651-26.8% |