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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 | $108,210 | $159,978-32.4% | $147,041-26.4% | $145,978-25.9% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | -2.56% | 98.36%-100.9pp | 419.21%-421.8pp | 550.52%-553.1pp |
| Employer contribution / active EE | $13,833 | $5,288+161.6% | $4,935+180.3% | $4,662+196.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,565 | $15,053-69.7% | $13,006-64.9% | $13,400-65.9% |