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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 | $145,600 | $167,352-13.0% | $143,788+1.3% | $134,509+8.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.83% | 0.47%-23.3pp | -0.03%-22.8pp | 418.13%-441.0pp |
| Employer contribution / active EE | $17,003 | $5,620+202.6% | $4,952+243.4% | $4,741+258.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,227 | $18,091-87.7% | $14,675-84.8% | $11,427-80.5% |