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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 | $85,145 | $112,121-24.1% | $95,960-11.3% | $158,966-46.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.35% | 171.16%-168.8pp | 91.63%-89.3pp | 302.95%-300.6pp |
| Employer contribution / active EE | $9,921 | $3,199+210.1% | $2,541+290.4% | $4,762+108.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $126,524 | $10,135+1148.4% | $6,797+1761.5% | $11,250+1024.7% |