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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 | $78,312 | $138,114-43.3% | $125,391-37.5% | $134,545-41.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.14% | 750.88%-772.0pp | 572.41%-593.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $2,021 | $5,246-61.5% | $4,816-58.0% | $4,742-57.4% |
| Participant deferral / active EE | $2,460 | $7,801-68.5% | $7,448-67.0% | $6,401-61.6% |
| Admin fee / account holder | $1,210 | $11,570-89.5% | $10,009-87.9% | $11,431-89.4% |