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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 | $83,625 | $162,821-48.6% | $133,978-37.6% | $158,982-47.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -6.57% | 41.95%-48.5pp | 45.10%-51.7pp | 302.99%-309.6pp |
| Employer contribution / active EE | $17,393 | $4,976+249.5% | $3,919+343.8% | $4,763+265.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,447 | $11,742-70.6% | $8,930-61.4% | $11,252-69.4% |