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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 | $77,831 | $185,856-58.1% | $170,028-54.2% | $139,456-44.2% |
| Participation rate | 95.7% | 87.8%+7.9pp | 87.0%+8.6pp | 80.3%+15.3pp |
| Annual return | -51.35% | 60.52%-111.9pp | 53.39%-104.7pp | 373.45%-424.8pp |
| Employer contribution / active EE | $18,049 | $7,593+137.7% | $6,788+165.9% | $4,753+279.8% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $13,352 | $15,387-13.2% | $12,820+4.1% | $11,407+17.1% |