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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 | $83,010 | $59,111+40.4% | $86,451-4.0% | $68,490+21.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.63% | -0.22%-21.4pp | 4398.51%-4420.1pp | -7.85%-13.8pp |
| Employer contribution / active EE | $8,516 | $2,519+238.1% | $3,770+125.9% | $2,597+228.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,317 | $5,640-58.9% | $6,734-65.6% | $5,403-57.1% |