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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 | $38,774 | $124,330-68.8% | $109,173-64.5% | $167,536-76.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -0.01% | 26.04%-26.1pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $7,500 | $4,209+78.2% | $3,723+101.5% | $4,839+55.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $518 | $7,974-93.5% | $6,755-92.3% | $12,315-95.8% |