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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 | $97,649 | $209,425-53.4% | $178,499-45.3% | $158,966-38.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -6.15% | 188.80%-194.9pp | 151.10%-157.3pp | 302.95%-309.1pp |
| Employer contribution / active EE | $7,895 | $5,707+38.3% | $5,011+57.5% | $4,762+65.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,069 | $17,078-93.7% | $13,986-92.4% | $11,250-90.5% |