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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 | $110,526 | $157,276-29.7% | $141,177-21.7% | $152,885-27.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -7.06% | 64.33%-71.4pp | 71.40%-78.5pp | 345.39%-352.4pp |
| Employer contribution / active EE | $12,903 | $5,262+145.2% | $4,736+172.5% | $4,763+170.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,443 | $12,123-30.4% | $10,263-17.7% | $11,598-27.2% |