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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 | $109,539 | $138,102-20.7% | $125,381-12.6% | $134,532-18.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -23.53% | 750.73%-774.3pp | 572.31%-595.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,727 | $5,245-67.1% | $4,815-64.1% | $4,741-63.6% |
| Participant deferral / active EE | $2,259 | $7,801-71.0% | $7,448-69.7% | $6,401-64.7% |
| Admin fee / account holder | $16,088 | $11,568+39.1% | $10,007+60.8% | $11,429+40.8% |