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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 | $136,776 | $232,540-41.2% | $185,117-26.1% | $147,586-7.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 1.40% | 43.03%-41.6pp | 40.50%-39.1pp | 578.59%-577.2pp |
| Employer contribution / active EE | $16,490 | $5,195+217.4% | $4,182+294.3% | $4,876+238.1% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,372 | $10,275-57.5% | $8,159-46.4% | $10,886-59.8% |