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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 | $68,553 | $162,136-57.7% | $152,301-55.0% | $154,746-55.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -5.37% | 91.02%-96.4pp | 80.50%-85.9pp | 172.34%-177.7pp |
| Employer contribution / active EE | $5,511 | $4,890+12.7% | $4,624+19.2% | $4,379+25.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,023 | $15,759-74.5% | $14,398-72.1% | $14,365-72.0% |