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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 | $57,682 | $103,038-44.0% | $90,324-36.1% | $152,909-62.3% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | -0.54% | 95.25%-95.8pp | 78.15%-78.7pp | 345.46%-346.0pp |
| Employer contribution / active EE | $9,375 | $3,141+198.5% | $2,856+228.3% | $4,764+96.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $523 | $6,177-91.5% | $5,356-90.2% | $11,601-95.5% |