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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 | $111,515 | $78,707+41.7% | $117,861-5.4% | $70,126+59.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -4.39% | 23.30%-27.7pp | 335.11%-339.5pp | 73.15%-77.5pp |
| Employer contribution / active EE | $9,330 | $2,223+319.6% | $3,786+146.4% | $2,343+298.3% |
| Participant deferral / active EE | $192 | $3,297-94.2% | $4,482-95.7% | $3,332-94.2% |
| Admin fee / account holder | $17,065 | $5,066+236.9% | $8,021+112.8% | $4,645+267.3% |