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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 | $125,325 | $157,276-20.3% | $141,177-11.2% | $152,885-18.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -11.28% | 64.33%-75.6pp | 71.40%-82.7pp | 345.39%-356.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $387 | $7,110-94.6% | $6,710-94.2% | $5,851-93.4% |
| Admin fee / account holder | $655 | $12,123-94.6% | $10,263-93.6% | $11,598-94.4% |