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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 | $119,390 | $106,551+12.0% | $91,225+30.9% | $134,532-11.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -28.95% | 160.78%-189.7pp | 114.12%-143.1pp | 418.27%-447.2pp |
| Employer contribution / active EE | $475 | $3,331-85.7% | $2,851-83.3% | $4,741-90.0% |
| Participant deferral / active EE | $729 | $4,718-84.5% | $4,233-82.8% | $6,401-88.6% |
| Admin fee / account holder | $801 | $6,234-87.1% | $5,422-85.2% | $11,429-93.0% |