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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 | $30,973 | $111,535-72.2% | $105,223-70.6% | $137,256-77.4% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 0.58% | 237.85%-237.3pp | 180.65%-180.1pp | 220.34%-219.8pp |
| Employer contribution / active EE | $9,768 | $3,939+148.0% | $3,689+164.8% | $4,156+135.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,890 | $9,721+73.7% | $8,859+90.7% | $12,270+37.7% |