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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 | $80,932 | $115,810-30.1% | $101,271-20.1% | $158,966-49.1% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.1pp | 82.0%+10.9pp |
| Annual return | -5.72% | 56.15%-61.9pp | 46.48%-52.2pp | 302.95%-308.7pp |
| Employer contribution / active EE | $7,143 | $4,175+71.1% | $3,660+95.2% | $4,762+50.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,539 | $7,248-78.8% | $5,948-74.1% | $11,250-86.3% |