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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 | $78,019 | $140,592-44.5% | $123,105-36.6% | $125,389-37.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -29.95% | 16.80%-46.7pp | 13.22%-43.2pp | 282.24%-312.2pp |
| Employer contribution / active EE | $21,487 | $6,041+255.7% | $5,151+317.2% | $4,866+341.6% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $34,540 | $11,198+208.5% | $9,014+283.2% | $9,541+262.0% |