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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 | $137,836 | $99,644+38.3% | $86,438+59.5% | $134,532+2.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.56% | 6787.26%-6809.8pp | 4397.19%-4419.8pp | 418.27%-440.8pp |
| Employer contribution / active EE | $12,500 | $4,402+184.0% | $3,769+231.6% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,582 | $8,375-81.1% | $6,733-76.5% | $11,429-86.2% |