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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 | $72,769 | $65,361+11.3% | $92,903-21.7% | $72,983-0.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -3.90% | 42.11%-46.0pp | 109.43%-113.3pp | 81.01%-84.9pp |
| Employer contribution / active EE | $11,293 | $2,594+335.3% | $3,653+209.1% | $2,440+362.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,133 | $4,251+20.8% | $5,795-11.4% | $5,124+0.2% |