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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 | $102,525 | $183,539-44.1% | $155,556-34.1% | $145,897-29.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -13.43% | 61.31%-74.7pp | 64.84%-78.3pp | 552.29%-565.7pp |
| Employer contribution / active EE | $12,000 | $5,315+125.8% | $4,675+156.7% | $4,663+157.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,973 | $19,275-32.7% | $15,885-18.3% | $13,390-3.1% |