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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 | $46,697 | $160,028-70.8% | $147,080-68.3% | $145,884-68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -26.26% | 98.60%-124.9pp | 420.17%-446.4pp | 551.85%-578.1pp |
| Employer contribution / active EE | $6,321 | $5,286+19.6% | $4,933+28.1% | $4,662+35.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,414 | $15,030-83.9% | $12,989-81.4% | $13,392-82.0% |