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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 | $33,190 | $180,462-81.6% | $154,111-78.5% | $135,379-75.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -12.03% | 888.17%-900.2pp | 735.18%-747.2pp | 519.79%-531.8pp |
| Employer contribution / active EE | $1,435 | $6,036-76.2% | $5,298-72.9% | $4,779-70.0% |
| Participant deferral / active EE | $1,711 | $5,806-70.5% | $5,081-66.3% | $5,609-69.5% |
| Admin fee / account holder | $881 | $16,145-94.5% | $13,411-93.4% | $10,828-91.9% |