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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 | $33,598 | $138,114-75.7% | $125,391-73.2% | $134,545-75.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.63% | 750.88%-772.5pp | 572.41%-594.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $2,063 | $5,246-60.7% | $4,816-57.2% | $4,742-56.5% |
| Participant deferral / active EE | $2,180 | $7,801-72.1% | $7,448-70.7% | $6,401-65.9% |
| Admin fee / account holder | $1,725 | $11,570-85.1% | $10,009-82.8% | $11,431-84.9% |