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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 | $60,313 | $127,387-52.7% | $115,038-47.6% | $125,389-51.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -62.05% | 31.28%-93.3pp | 26.14%-88.2pp | 282.24%-344.3pp |
| Employer contribution / active EE | $13,149 | $5,166+154.5% | $4,608+185.4% | $4,866+170.2% |
| Participant deferral / active EE | $876 | $6,423-86.4% | $6,026-85.5% | $5,352-83.6% |
| Admin fee / account holder | $5,061 | $9,516-46.8% | $8,175-38.1% | $9,541-47.0% |