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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 | $133,579 | $217,432-38.6% | $185,851-28.1% | $167,553-20.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -0.86% | 148.43%-149.3pp | 122.11%-123.0pp | 478.89%-479.8pp |
| Employer contribution / active EE | $7,973 | $5,874+35.7% | $5,168+54.3% | $4,840+64.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,696 | $19,820-91.4% | $16,245-89.6% | $12,316-86.2% |