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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 | $112,845 | $167,522-32.6% | $151,639-25.6% | $134,532-16.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -50.43% | 7.81%-58.2pp | 3.34%-53.8pp | 418.27%-468.7pp |
| Employer contribution / active EE | $3,741 | $6,828-45.2% | $6,165-39.3% | $4,741-21.1% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,776 | $13,780-58.1% | $11,613-50.3% | $11,429-49.5% |