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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 | $86,085 | $168,636-49.0% | $147,618-41.7% | $125,388-31.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.51% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $13,333 | $6,252+113.3% | $5,565+139.6% | $4,866+174.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $834 | $13,580-93.9% | $11,612-92.8% | $9,541-91.3% |