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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 | $92,657 | $168,636-45.1% | $147,618-37.2% | $125,388-26.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.00% | 77.65%-84.6pp | 61.98%-69.0pp | 282.24%-289.2pp |
| Employer contribution / active EE | $6,600 | $6,252+5.6% | $5,565+18.6% | $4,866+35.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $913 | $13,580-93.3% | $11,612-92.1% | $9,541-90.4% |