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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 | $104,536 | $197,625-47.1% | $177,840-41.2% | $158,966-34.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -14.34% | 58.76%-73.1pp | 48.32%-62.7pp | 302.95%-317.3pp |
| Employer contribution / active EE | $7,795 | $6,698+16.4% | $5,919+31.7% | $4,762+63.7% |
| Participant deferral / active EE | $1,250 | $8,405-85.1% | $7,714-83.8% | $5,983-79.1% |
| Admin fee / account holder | $1,398 | $15,405-90.9% | $12,431-88.8% | $11,250-87.6% |