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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 | $54,889 | $166,089-67.0% | $164,928-66.7% | $145,978-62.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -1.25% | 100.26%-101.5pp | 70.08%-71.3pp | 550.52%-551.8pp |
| Employer contribution / active EE | $4,615 | $5,276-12.5% | $4,343+6.3% | $4,662-1.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $633 | $16,641-96.2% | $12,684-95.0% | $13,400-95.3% |