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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 | $160,028-32.4% | $147,080-26.4% | $145,884-25.8% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | -2.56% | 98.60%-101.2pp | 420.17%-422.7pp | 551.85%-554.4pp |
| Employer contribution / active EE | $13,833 | $5,286+161.7% | $4,933+180.4% | $4,662+196.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,565 | $15,030-69.6% | $12,989-64.9% | $13,392-65.9% |