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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 | $29,859 | $138,078-78.4% | $125,363-76.2% | $134,509-77.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.54% | 750.49%-772.0pp | 572.15%-593.7pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,226 | $5,245-76.6% | $4,815-74.5% | $4,741-74.1% |
| Participant deferral / active EE | $1,814 | $7,800-76.7% | $7,447-75.6% | $6,400-71.7% |
| Admin fee / account holder | $3,630 | $11,566-68.6% | $10,005-63.7% | $11,427-68.2% |