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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 | $77,756 | $160,059-51.4% | $140,019-44.5% | $135,380-42.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -21.60% | 911.48%-933.1pp | 651.17%-672.8pp | 519.81%-541.4pp |
| Employer contribution / active EE | $2,694 | $6,420-58.0% | $5,605-51.9% | $4,779-43.6% |
| Participant deferral / active EE | $2,325 | $7,641-69.6% | $6,927-66.4% | $5,609-58.5% |
| Admin fee / account holder | $1,459 | $13,328-89.1% | $10,705-86.4% | $10,828-86.5% |