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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 | $22,528 | $178,174-87.4% | $156,181-85.6% | $137,256-83.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -10.02% | 84.19%-94.2pp | 64.87%-74.9pp | 220.34%-230.4pp |
| Employer contribution / active EE | $18,639 | $4,972+274.9% | $4,294+334.1% | $4,156+348.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,285 | $17,404-92.6% | $14,586-91.2% | $12,270-89.5% |