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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 | $166,852 | $176,105-5.3% | $159,474+4.6% | $167,536-0.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -3.27% | 331.91%-335.2pp | 263.68%-266.9pp | 478.82%-482.1pp |
| Employer contribution / active EE | $15,400 | $5,299+190.6% | $4,831+218.8% | $4,839+218.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,580 | $12,559-87.4% | $10,802-85.4% | $12,315-87.2% |