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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 | $141,718 | $49,177+188.2% | $79,466+78.3% | $64,173+120.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -10.36% | -1.16%-9.2pp | 718.28%-728.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $7,655 | $2,076+268.7% | $2,800+173.4% | $2,381+221.5% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,309 | $3,839-39.9% | $5,104-54.8% | $4,887-52.8% |