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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 | $160,040-49.1% | $147,096-44.7% | $145,877-44.2% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | -27.65% | 98.49%-126.1pp | 419.75%-447.4pp | 551.28%-578.9pp |
| Employer contribution / active EE | $6,489 | $5,289+22.7% | $4,936+31.5% | $4,663+39.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,882 | $15,050-80.8% | $13,005-77.8% | $13,402-78.5% |