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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 | $242,585 | $131,835+84.0% | $108,582+123.4% | $273,972-11.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.28% | -91.57%+90.3pp | -51.70%+50.4pp | 41.46%-42.7pp |
| Employer contribution / active EE | $9,374 | $4,913+90.8% | $3,758+149.4% | $4,869+92.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $70,122 | $10,253+584.0% | $7,645+817.2% | $10,133+592.0% |