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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 | $89,052 | $63,861+39.4% | $104,639-14.9% | $79,856+11.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | -0.20% | 21.30%-21.5pp | 340.67%-340.9pp | 31.71%-31.9pp |
| Employer contribution / active EE | $6,666 | $1,588+319.7% | $2,682+148.6% | $2,471+169.8% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,582 | $4,185-62.2% | $6,465-75.5% | $5,306-70.2% |