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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 | $138,447 | $78,694+75.9% | $67,652+104.6% | $125,389+10.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.06% | 9.46%-14.5pp | 6625.40%-6630.5pp | 282.24%-287.3pp |
| Employer contribution / active EE | $29,375 | $3,044+865.1% | $2,266+1196.6% | $4,866+503.7% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,043 | $7,403-85.9% | $4,821-78.4% | $9,541-89.1% |