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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 | $85,477 | $228,395-62.6% | $185,861-54.0% | $158,982-46.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -1.40% | 40.82%-42.2pp | 35.96%-37.4pp | 302.99%-304.4pp |
| Employer contribution / active EE | $3,259 | $4,968-34.4% | $4,088-20.3% | $4,763-31.6% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,139 | $11,869+44.4% | $9,503+80.3% | $11,252+52.3% |