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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 | $79,610 | $167,362-52.4% | $143,799-44.6% | $134,532-40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.56% | 0.47%-24.0pp | -0.04%-23.5pp | 418.27%-441.8pp |
| Employer contribution / active EE | $8,571 | $5,620+52.5% | $4,952+73.1% | $4,741+80.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $929 | $18,094-94.9% | $14,677-93.7% | $11,429-91.9% |