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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 | $45,954 | $138,114-66.7% | $125,391-63.4% | $134,545-65.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.22% | 750.88%-772.1pp | 572.41%-593.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $3,182 | $5,246-39.3% | $4,816-33.9% | $4,742-32.9% |
| Participant deferral / active EE | $2,141 | $7,801-72.6% | $7,448-71.3% | $6,401-66.6% |
| Admin fee / account holder | $10,108 | $11,570-12.6% | $10,009+1.0% | $11,431-11.6% |