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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 | $29,966 | $148,558-79.8% | $135,925-78.0% | $139,427-78.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -10.57% | 79.22%-89.8pp | 68.25%-78.8pp | 373.27%-383.8pp |
| Employer contribution / active EE | $12,358 | $5,244+135.7% | $4,857+154.4% | $4,752+160.1% |
| Participant deferral / active EE | $93 | $8,101-98.9% | $7,759-98.8% | $6,711-98.6% |
| Admin fee / account holder | $7,528 | $12,401-39.3% | $10,764-30.1% | $11,404-34.0% |