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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 | $73,566 | $138,114-46.7% | $125,391-41.3% | $134,545-45.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.41% | 750.88%-781.3pp | 572.41%-602.8pp | 418.37%-448.8pp |
| Employer contribution / active EE | $4,789 | $5,246-8.7% | $4,816-0.5% | $4,742+1.0% |
| Participant deferral / active EE | $2,157 | $7,801-72.3% | $7,448-71.0% | $6,401-66.3% |
| Admin fee / account holder | $16,694 | $11,570+44.3% | $10,009+66.8% | $11,431+46.0% |