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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 | $18,153 | $138,114-86.9% | $125,391-85.5% | $134,545-86.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -22.38% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $2,110 | $5,246-59.8% | $4,816-56.2% | $4,742-55.5% |
| Participant deferral / active EE | $2,392 | $7,801-69.3% | $7,448-67.9% | $6,401-62.6% |
| Admin fee / account holder | $303 | $11,570-97.4% | $10,009-97.0% | $11,431-97.3% |