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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 | $132,871 | $102,382+29.8% | $147,005-9.6% | $80,874+64.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 6.36% | 134.89%-128.5pp | 418.76%-412.4pp | 35.62%-29.3pp |
| Employer contribution / active EE | $13,793 | $3,715+271.3% | $4,934+179.5% | $2,756+400.5% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $755 | $7,942-90.5% | $13,006-94.2% | $6,935-89.1% |