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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 | $85,731 | $198,457-56.8% | $170,435-49.7% | $147,586-41.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -1.37% | 257.30%-258.7pp | 205.94%-207.3pp | 578.59%-580.0pp |
| Employer contribution / active EE | $5,915 | $6,183-4.3% | $5,432+8.9% | $4,876+21.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $461 | $16,852-97.3% | $13,881-96.7% | $10,886-95.8% |