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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 | $99,174 | $183,539-46.0% | $155,556-36.2% | $145,897-32.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -1.21% | 61.31%-62.5pp | 64.84%-66.0pp | 552.29%-553.5pp |
| Employer contribution / active EE | $16,878 | $5,315+217.5% | $4,675+261.0% | $4,663+262.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,326 | $19,275-82.7% | $15,885-79.1% | $13,390-75.2% |