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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 | $103,902 | $98,776+5.2% | $149,745-30.6% | $79,856+30.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -2.26% | 27.38%-29.6pp | 276.72%-279.0pp | 31.71%-34.0pp |
| Employer contribution / active EE | $2,782 | $3,217-13.5% | $4,646-40.1% | $2,471+12.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,395 | $6,053-76.9% | $9,312-85.0% | $5,306-73.7% |