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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 | $124,673 | $227,399-45.2% | $189,758-34.3% | $198,609-37.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -0.06% | 61.03%-61.1pp | 52.62%-52.7pp | 202.70%-202.8pp |
| Employer contribution / active EE | $3,308 | $5,526-40.1% | $4,767-30.6% | $5,055-34.6% |
| Participant deferral / active EE | $17 | $6,837-99.8% | $5,856-99.7% | $6,977-99.8% |
| Admin fee / account holder | $20,690 | $25,162-17.8% | $20,388+1.5% | $19,030+8.7% |