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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 | $62,359 | $138,102-54.8% | $125,381-50.3% | $134,532-53.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.35% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.6pp |
| Employer contribution / active EE | $2,847 | $5,245-45.7% | $4,815-40.9% | $4,741-40.0% |
| Participant deferral / active EE | $1,200 | $7,801-84.6% | $7,448-83.9% | $6,401-81.3% |
| Admin fee / account holder | $1,857 | $11,568-83.9% | $10,007-81.4% | $11,429-83.7% |