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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 | $145,252 | $75,832+91.5% | $147,617-1.6% | $59,633+143.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.81% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $10,065 | $3,485+188.8% | $5,564+80.9% | $2,203+357.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,900 | $5,986-18.1% | $11,612-57.8% | $4,297+14.0% |