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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 | $85,298 | $167,353-49.0% | $143,797-40.7% | $134,545-36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.53% | 0.48%-27.0pp | -0.04%-26.5pp | 418.37%-444.9pp |
| Employer contribution / active EE | $2,144 | $5,620-61.8% | $4,952-56.7% | $4,742-54.8% |
| Participant deferral / active EE | $583 | $6,447-91.0% | $5,638-89.7% | $6,401-90.9% |
| Admin fee / account holder | $1,388 | $18,096-92.3% | $14,679-90.5% | $11,431-87.9% |