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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 | $123,169 | $227,399-45.8% | $189,758-35.1% | $198,609-38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -31.77% | 61.03%-92.8pp | 52.62%-84.4pp | 202.70%-234.5pp |
| Employer contribution / active EE | $1,744 | $5,526-68.4% | $4,767-63.4% | $5,055-65.5% |
| Participant deferral / active EE | $2,808 | $6,837-58.9% | $5,856-52.1% | $6,977-59.8% |
| Admin fee / account holder | $9,554 | $25,162-62.0% | $20,388-53.1% | $19,030-49.8% |