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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 | $95,706 | $157,296-39.2% | $141,191-32.2% | $152,897-37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -18.15% | 64.34%-82.5pp | 71.41%-89.6pp | 345.43%-363.6pp |
| Employer contribution / active EE | $5,150 | $5,262-2.1% | $4,736+8.7% | $4,764+8.1% |
| Participant deferral / active EE | $350 | $7,111-95.1% | $6,710-94.8% | $5,851-94.0% |
| Admin fee / account holder | $4,191 | $12,125-65.4% | $10,264-59.2% | $11,599-63.9% |