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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 | $102,151 | $99,647+2.5% | $86,439+18.2% | $134,509-24.1% |
| Participation rate | 90.9% | 82.1%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -29.11% | 6784.13%-6813.2pp | 4395.55%-4424.7pp | 418.13%-447.2pp |
| Employer contribution / active EE | $770 | $4,401-82.5% | $3,769-79.6% | $4,741-83.7% |
| Participant deferral / active EE | $1,731 | $7,246-76.1% | $6,952-75.1% | $6,400-73.0% |
| Admin fee / account holder | $15,898 | $8,373+89.9% | $6,732+136.2% | $11,427+39.1% |