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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 | $148,029 | $183,592-19.4% | $155,574-4.8% | $145,877+1.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -3.67% | 61.37%-65.0pp | 64.87%-68.5pp | 551.28%-555.0pp |
| Employer contribution / active EE | $5,293 | $5,317-0.4% | $4,676+13.2% | $4,663+13.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,103 | $19,316-83.9% | $15,914-80.5% | $13,402-76.9% |