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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 | $49,219 | $109,411-55.0% | $89,435-45.0% | $158,982-69.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -6.96% | 345.68%-352.6pp | 245.55%-252.5pp | 302.99%-310.0pp |
| Employer contribution / active EE | $7,521 | $3,173+137.1% | $2,587+190.7% | $4,763+57.9% |
| Participant deferral / active EE | $225 | $4,600-95.1% | $3,890-94.2% | $5,983-96.2% |
| Admin fee / account holder | $773 | $6,159-87.4% | $4,884-84.2% | $11,252-93.1% |