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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 | $81,401 | $160,070-49.1% | $147,117-44.7% | $145,897-44.2% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | -27.65% | 98.69%-126.3pp | 420.54%-448.2pp | 552.29%-579.9pp |
| Employer contribution / active EE | $6,489 | $5,285+22.8% | $4,932+31.5% | $4,663+39.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,882 | $15,035-80.8% | $12,993-77.8% | $13,390-78.5% |