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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 | $82,802 | $81,208+2.0% | $98,920-16.3% | $79,856+3.7% |
| Participation rate | 94.6% | 72.5%+22.1pp | 76.0%+18.6pp | 69.6%+25.0pp |
| Annual return | -10.94% | 60.99%-71.9pp | 196.47%-207.4pp | 31.71%-42.7pp |
| Employer contribution / active EE | $12,158 | $1,960+520.4% | $2,689+352.1% | $2,471+392.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,393 | $6,013-60.2% | $6,643-64.0% | $5,306-54.9% |