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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 | $119,099 | $61,815+92.7% | $97,295+22.4% | $80,959+47.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 9.16% | -558.73%+567.9pp | 75.62%-66.5pp | 35.67%-26.5pp |
| Employer contribution / active EE | $5,253 | $1,836+186.1% | $2,723+92.9% | $2,757+90.5% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,741 | $5,166-66.3% | $5,646-69.2% | $6,925-74.9% |