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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 | $42,104 | $125,778-66.5% | $114,563-63.2% | $154,746-72.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | -0.42% | 295.14%-295.6pp | 241.09%-241.5pp | 172.34%-172.8pp |
| Employer contribution / active EE | $11,294 | $2,806+302.5% | $2,592+335.7% | $4,379+157.9% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,608 | $8,190-80.4% | $7,623-78.9% | $14,365-88.8% |