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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 | $36,248 | $92,766-60.9% | $82,763-56.2% | $134,545-73.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -22.80% | 946.97%-969.8pp | 702.45%-725.2pp | 418.37%-441.2pp |
| Employer contribution / active EE | $1,078 | $3,273-67.1% | $3,008-64.2% | $4,742-77.3% |
| Participant deferral / active EE | $310 | $4,802-93.6% | $4,395-93.0% | $6,401-95.2% |
| Admin fee / account holder | $1,845 | $5,978-69.1% | $5,325-65.4% | $11,431-83.9% |