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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 | $70,114 | $157,296-55.4% | $141,191-50.3% | $152,897-54.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -7.70% | 64.34%-72.0pp | 71.41%-79.1pp | 345.43%-353.1pp |
| Employer contribution / active EE | $7,037 | $5,262+33.7% | $4,736+48.6% | $4,764+47.7% |
| Participant deferral / active EE | $500 | $7,111-93.0% | $6,710-92.5% | $5,851-91.5% |
| Admin fee / account holder | $31,212 | $12,125+157.4% | $10,264+204.1% | $11,599+169.1% |