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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 | $96,565 | $171,492-43.7% | $150,734-35.9% | $198,609-51.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | -0.45% | 804.70%-805.2pp | 600.81%-601.3pp | 202.70%-203.2pp |
| Employer contribution / active EE | $37,500 | $5,470+585.6% | $4,918+662.5% | $5,055+641.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $357 | $17,628-98.0% | $14,905-97.6% | $19,030-98.1% |