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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 | $140,256 | $148,629-5.6% | $135,982+3.1% | $139,487+0.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -6.02% | 79.33%-85.3pp | 68.32%-74.3pp | 373.84%-379.9pp |
| Employer contribution / active EE | $1,336 | $5,247-74.5% | $4,859-72.5% | $4,755-71.9% |
| Participant deferral / active EE | $185 | $8,102-97.7% | $7,760-97.6% | $6,713-97.2% |
| Admin fee / account holder | $2,245 | $12,406-81.9% | $10,767-79.1% | $11,407-80.3% |