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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 | $125,294 | $83,337+50.3% | $67,834+84.7% | $273,972-54.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -18.50% | 259.45%-277.9pp | 138.47%-157.0pp | 41.46%-60.0pp |
| Employer contribution / active EE | $11,769 | $3,287+258.0% | $2,403+389.7% | $4,869+141.7% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,753 | $6,752-44.4% | $4,622-18.8% | $10,133-63.0% |