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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 | $178,549 | $162,821+9.7% | $133,978+33.3% | $158,982+12.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -18.43% | 41.95%-60.4pp | 45.10%-63.5pp | 302.99%-321.4pp |
| Employer contribution / active EE | $20,518 | $4,976+312.3% | $3,919+423.6% | $4,763+330.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,656 | $11,742+24.8% | $8,930+64.1% | $11,252+30.3% |