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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 | $141,087 | $166,131-15.1% | $164,975-14.5% | $145,877-3.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -0.47% | 100.37%-100.8pp | 70.12%-70.6pp | 551.28%-551.7pp |
| Employer contribution / active EE | $12,500 | $5,276+136.9% | $4,343+187.8% | $4,663+168.1% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,942 | $16,648-46.3% | $12,688-29.5% | $13,402-33.3% |