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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 | $85,796 | $68,394+25.4% | $94,672-9.4% | $75,177+14.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | -1.10% | 616.92%-618.0pp | 156.89%-158.0pp | 160.75%-161.8pp |
| Employer contribution / active EE | $8,235 | $2,701+204.9% | $3,673+124.2% | $2,671+208.3% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,955 | $5,326-63.3% | $7,222-72.9% | $5,651-65.4% |