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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 | $137,990 | $202,460-31.8% | $169,385-18.5% | $139,456-1.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -2.35% | 532.07%-534.4pp | 405.82%-408.2pp | 373.45%-375.8pp |
| Employer contribution / active EE | $700 | $4,691-85.1% | $4,012-82.6% | $4,753-85.3% |
| Participant deferral / active EE | $633 | $6,938-90.9% | $6,221-89.8% | $6,711-90.6% |
| Admin fee / account holder | $6,219 | $10,719-42.0% | $9,011-31.0% | $11,407-45.5% |