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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 | $135,572 | $167,352-19.0% | $143,788-5.7% | $134,509+0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -53.74% | 0.47%-54.2pp | -0.03%-53.7pp | 418.13%-471.9pp |
| Employer contribution / active EE | $1,918 | $5,620-65.9% | $4,952-61.3% | $4,741-59.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $466 | $18,091-97.4% | $14,675-96.8% | $11,427-95.9% |