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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 | $16,302 | $138,102-88.2% | $125,381-87.0% | $134,532-87.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -27.73% | 750.73%-778.5pp | 572.31%-600.0pp | 418.27%-446.0pp |
| Employer contribution / active EE | $1,324 | $5,245-74.8% | $4,815-72.5% | $4,741-72.1% |
| Participant deferral / active EE | $1,770 | $7,801-77.3% | $7,448-76.2% | $6,401-72.3% |
| Admin fee / account holder | $767 | $11,568-93.4% | $10,007-92.3% | $11,429-93.3% |