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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 | $141,511 | $152,591-7.3% | $117,529+20.4% | $134,545+5.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -37.95% | 53.04%-91.0pp | 29.77%-67.7pp | 418.37%-456.3pp |
| Employer contribution / active EE | $35,541 | $5,576+537.4% | $4,179+750.4% | $4,742+649.6% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,279 | $7,004-10.3% | $5,645+11.2% | $11,431-45.1% |