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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 | $115,478 | $138,114-16.4% | $125,391-7.9% | $134,545-14.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.38% | 750.88%-774.3pp | 572.41%-595.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $5,931 | $5,246+13.1% | $4,816+23.2% | $4,742+25.1% |
| Participant deferral / active EE | $2,171 | $7,801-72.2% | $7,448-70.8% | $6,401-66.1% |
| Admin fee / account holder | $3,040 | $11,570-73.7% | $10,009-69.6% | $11,431-73.4% |