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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 | $138,827 | $102,385+35.6% | $147,080-5.6% | $80,935+71.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 5.24% | 135.09%-129.9pp | 420.17%-414.9pp | 35.66%-30.4pp |
| Employer contribution / active EE | $9,122 | $3,717+145.4% | $4,933+84.9% | $2,757+230.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,112 | $7,951-73.4% | $12,989-83.7% | $6,924-69.5% |