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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 | $112,851 | $167,323-32.6% | $143,770-21.5% | $134,493-16.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.33% | 0.47%-20.8pp | -0.04%-20.3pp | 418.01%-438.3pp |
| Employer contribution / active EE | $6,180 | $5,619+10.0% | $4,951+24.8% | $4,740+30.4% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,432 | $18,088-64.4% | $14,673-56.2% | $11,425-43.7% |