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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 | $88,454 | $167,362-47.1% | $143,799-38.5% | $134,532-34.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.08% | 0.47%-21.6pp | -0.04%-21.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $6,367 | $5,620+13.3% | $4,952+28.6% | $4,741+34.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,387 | $18,094-31.5% | $14,677-15.6% | $11,429+8.4% |