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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 | $88,740 | $81,664+8.7% | $70,476+25.9% | $158,966-44.2% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | -0.87% | 208.59%-209.5pp | 109.12%-110.0pp | 302.95%-303.8pp |
| Employer contribution / active EE | $3,714 | $3,219+15.4% | $2,738+35.7% | $4,762-22.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,153 | $6,197-33.0% | $3,847+8.0% | $11,250-63.1% |