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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 | $84,773 | $107,368-21.0% | $92,915-8.8% | $152,909-44.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -4.07% | 145.64%-149.7pp | 109.45%-113.5pp | 345.46%-349.5pp |
| Employer contribution / active EE | $4,236 | $4,222+0.3% | $3,653+16.0% | $4,764-11.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $31,040 | $7,082+338.3% | $5,796+435.6% | $11,601+167.6% |