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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 | $85,965 | $56,197+53.0% | $67,652+27.1% | $59,633+44.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -6.35% | 18508.10%-18514.5pp | 6625.40%-6631.7pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $1,714 | $1,615+6.2% | $2,266-24.3% | $2,203-22.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,705 | $3,958+18.9% | $4,821-2.4% | $4,297+9.5% |