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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 | $109,006 | $106,115+2.7% | $85,969+26.8% | $125,389-13.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.29% | 13.93%-18.2pp | 9.32%-13.6pp | 282.24%-286.5pp |
| Employer contribution / active EE | $6,016 | $4,537+32.6% | $3,474+73.1% | $4,866+23.6% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,138 | $8,144-73.7% | $6,053-64.7% | $9,541-77.6% |