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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 | $110,057 | $180,459-39.0% | $154,108-28.6% | $135,380-18.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -15.23% | 888.21%-903.4pp | 735.21%-750.4pp | 519.81%-535.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $97 | $5,806-98.3% | $5,081-98.1% | $5,609-98.3% |
| Admin fee / account holder | $32,450 | $16,145+101.0% | $13,411+142.0% | $10,828+199.7% |