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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 | $103,320 | $217,432-52.5% | $185,851-44.4% | $167,553-38.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -15.70% | 148.43%-164.1pp | 122.11%-137.8pp | 478.89%-494.6pp |
| Employer contribution / active EE | $2,263 | $5,874-61.5% | $5,168-56.2% | $4,840-53.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,573 | $19,820-92.1% | $16,245-90.3% | $12,316-87.2% |