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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 | $94,224 | $138,076-31.8% | $123,553-23.7% | $135,380-30.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.78% | 153.70%-163.5pp | 119.21%-129.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $54,386 | $5,152+955.7% | $4,628+1075.1% | $4,779+1038.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $332 | $10,917-97.0% | $9,284-96.4% | $10,828-96.9% |