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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 | $117,779 | $168,635-30.2% | $147,617-20.2% | $125,389-6.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -35.33% | 77.65%-113.0pp | 61.98%-97.3pp | 282.24%-317.6pp |
| Employer contribution / active EE | $4,356 | $6,252-30.3% | $5,564-21.7% | $4,866-10.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,616 | $13,580-7.1% | $11,612+8.6% | $9,541+32.2% |