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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 | $114,342 | $208,088-45.1% | $186,193-38.6% | $154,746-26.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | -1.24% | 89.97%-91.2pp | 78.03%-79.3pp | 172.34%-173.6pp |
| Employer contribution / active EE | $3,000 | $4,340-30.9% | $3,918-23.4% | $4,379-31.5% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,506 | $11,698-27.3% | $11,058-23.1% | $14,365-40.8% |