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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 | $107,748 | $181,896-40.8% | $156,551-31.2% | $273,972-60.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -72.63% | 30.74%-103.4pp | 32.23%-104.9pp | 41.46%-114.1pp |
| Employer contribution / active EE | $20,564 | $6,248+229.1% | $5,501+273.8% | $4,869+322.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,145 | $15,560-79.8% | $13,028-75.9% | $10,133-69.0% |