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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 | $113,623 | $208,088-45.4% | $186,193-39.0% | $154,746-26.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 2.37% | 89.97%-87.6pp | 78.03%-75.7pp | 172.34%-170.0pp |
| Employer contribution / active EE | $8,833 | $4,340+103.5% | $3,918+125.4% | $4,379+101.7% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,362 | $11,698-37.1% | $11,058-33.4% | $14,365-48.8% |