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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 | $94,803 | $96,236-1.5% | $136,072-30.3% | $80,935+17.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | -1.33% | 28.74%-30.1pp | 580.46%-581.8pp | 35.66%-37.0pp |
| Employer contribution / active EE | $10,484 | $3,350+212.9% | $4,216+148.7% | $2,757+280.3% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,028-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,254 | $8,250-84.8% | $6,718-81.3% | $6,924-81.9% |