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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 | $117,294 | $115,810+1.3% | $101,271+15.8% | $158,966-26.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.05% | 56.15%-62.2pp | 46.48%-52.5pp | 302.95%-309.0pp |
| Employer contribution / active EE | $5,000 | $4,175+19.7% | $3,660+36.6% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,584 | $7,248-64.4% | $5,948-56.6% | $11,250-77.0% |