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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 | $99,151 | $90,509+9.5% | $78,693+26.0% | $273,968-63.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.36% | 75.61%-78.0pp | 62.18%-64.5pp | 41.45%-43.8pp |
| Employer contribution / active EE | $9,615 | $3,175+202.8% | $2,850+237.4% | $4,869+97.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,242 | $5,264+113.6% | $4,511+149.2% | $10,132+11.0% |