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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 | $70,041 | $180,466-61.2% | $154,114-54.6% | $135,382-48.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.12% | 888.15%-897.3pp | 735.16%-744.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,337 | $6,035-77.9% | $5,298-74.8% | $4,779-72.0% |
| Participant deferral / active EE | $1,977 | $5,806-66.0% | $5,081-61.1% | $5,609-64.8% |
| Admin fee / account holder | $1,085 | $16,144-93.3% | $13,411-91.9% | $10,829-90.0% |