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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 | $18,324 | $138,078-86.7% | $125,363-85.4% | $134,509-86.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.36% | 750.49%-771.8pp | 572.15%-593.5pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,489 | $5,245-71.6% | $4,815-69.1% | $4,741-68.6% |
| Participant deferral / active EE | $2,355 | $7,800-69.8% | $7,447-68.4% | $6,400-63.2% |
| Admin fee / account holder | $577 | $11,566-95.0% | $10,005-94.2% | $11,427-95.0% |