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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 | $164,159 | $157,304+4.4% | $141,197+16.3% | $152,909+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -15.93% | 64.34%-80.3pp | 71.41%-87.3pp | 345.46%-361.4pp |
| Employer contribution / active EE | $18,333 | $5,263+248.4% | $4,736+287.1% | $4,764+284.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,655 | $12,126+70.3% | $10,265+101.2% | $11,601+78.0% |