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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 | $89,419 | $106,923-16.4% | $84,023+6.4% | $152,909-41.5% |
| Participation rate | 90.0% | 75.3%+14.7pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | -0.38% | 105.02%-105.4pp | 71.32%-71.7pp | 345.46%-345.8pp |
| Employer contribution / active EE | $3,600 | $2,735+31.6% | $1,984+81.5% | $4,764-24.4% |
| Participant deferral / active EE | $10 | $4,013-99.8% | $3,239-99.7% | $5,851-99.8% |
| Admin fee / account holder | $14,384 | $8,289+73.5% | $6,102+135.7% | $11,601+24.0% |