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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 | $134,988 | $175,259-23.0% | $149,723-9.8% | $139,487-3.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -14.99% | 166.82%-181.8pp | 134.50%-149.5pp | 373.84%-388.8pp |
| Employer contribution / active EE | $17,000 | $5,478+210.3% | $4,821+252.6% | $4,755+257.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,540 | $16,158-47.1% | $13,215-35.4% | $11,407-25.1% |