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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 | $102,429+29.7% | $147,096-9.7% | $80,925+64.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 6.36% | 135.02%-128.7pp | 419.75%-413.4pp | 35.65%-29.3pp |
| Employer contribution / active EE | $13,793 | $3,716+271.2% | $4,936+179.4% | $2,756+400.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $755 | $7,957-90.5% | $13,005-94.2% | $6,940-89.1% |