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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 | $31,227 | $227,291-86.3% | $214,702-85.5% | $155,188-79.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | -2.04% | 60.08%-62.1pp | 54.55%-56.6pp | 148.84%-150.9pp |
| Employer contribution / active EE | $3,098 | $6,772-54.3% | $6,461-52.1% | $4,248-27.1% |
| Participant deferral / active EE | $3,098 | $9,582-67.7% | $9,147-66.1% | $6,531-52.6% |
| Admin fee / account holder | $275,040 | $20,413+1247.4% | $19,830+1287.0% | $14,480+1799.5% |