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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 | $102,451 | $78,423+30.6% | $95,964+6.8% | $79,856+28.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -10.22% | 19.37%-29.6pp | 91.64%-101.9pp | 31.71%-41.9pp |
| Employer contribution / active EE | $4,501 | $1,945+131.4% | $2,541+77.1% | $2,471+82.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,657 | $5,622-17.2% | $6,797-31.5% | $5,306-12.2% |