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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 | $131,379 | $154,209-14.8% | $130,062+1.0% | $139,487-5.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 32.52%-23.2pp | -137.37%+146.7pp | 373.84%-364.5pp |
| Employer contribution / active EE | $3,179 | $5,292-39.9% | $4,322-26.4% | $4,755-33.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $24,888 | $13,988+77.9% | $10,601+134.8% | $11,407+118.2% |