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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 | $132,880 | $138,102-3.8% | $125,381+6.0% | $134,532-1.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.95% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.2pp |
| Employer contribution / active EE | $6,567 | $5,245+25.2% | $4,815+36.4% | $4,741+38.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $324 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |