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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 | $58,565 | $138,076-57.6% | $123,553-52.6% | $135,380-56.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.69% | 153.70%-163.4pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $4,812 | $5,152-6.6% | $4,628+4.0% | $4,779+0.7% |
| Participant deferral / active EE | $1,615 | $6,800-76.2% | $6,426-74.9% | $5,609-71.2% |
| Admin fee / account holder | $3,832 | $10,917-64.9% | $9,284-58.7% | $10,828-64.6% |