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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 | $127,626 | $202,440-37.0% | $169,390-24.7% | $139,466-8.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -12.07% | 532.36%-544.4pp | 406.07%-418.1pp | 373.66%-385.7pp |
| Employer contribution / active EE | $2,778 | $4,693-40.8% | $4,013-30.8% | $4,754-41.6% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,473 | $10,722-11.6% | $9,015+5.1% | $11,409-17.0% |