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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 | $130,451 | $211,288-38.3% | $178,540-26.9% | $145,884-10.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -3.24% | 30.27%-33.5pp | 27.15%-30.4pp | 551.85%-555.1pp |
| Employer contribution / active EE | $7,175 | $4,574+56.9% | $3,953+81.5% | $4,662+53.9% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $748 | $12,105-93.8% | $10,424-92.8% | $13,392-94.4% |