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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 | $115,678 | $98,760+17.1% | $149,710-22.7% | $79,860+44.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -5.08% | 27.43%-32.5pp | 276.63%-281.7pp | 31.72%-36.8pp |
| Employer contribution / active EE | $11,224 | $3,217+248.9% | $4,645+141.7% | $2,471+354.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,078 | $6,053-16.1% | $9,309-45.4% | $5,306-4.3% |