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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 | $118,858 | $167,533-29.1% | $151,645-21.6% | $134,545-11.7% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -71.34% | 7.81%-79.2pp | 3.34%-74.7pp | 418.37%-489.7pp |
| Employer contribution / active EE | $58,042 | $6,828+750.0% | $6,165+841.4% | $4,742+1124.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,409 | $13,781-46.2% | $11,614-36.2% | $11,431-35.2% |