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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 | $108,429 | $127,386-14.9% | $115,037-5.7% | $125,388-13.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.60% | 31.28%-38.9pp | 26.14%-33.7pp | 282.24%-289.8pp |
| Employer contribution / active EE | $12,622 | $5,166+144.3% | $4,608+173.9% | $4,866+159.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15,433 | $9,516+62.2% | $8,175+88.8% | $9,541+61.8% |