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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 | $21,419 | $138,114-84.5% | $125,391-82.9% | $134,545-84.1% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.1pp | 81.2%-7.9pp |
| Annual return | -21.27% | 750.88%-772.2pp | 572.41%-593.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,585 | $5,246-69.8% | $4,816-67.1% | $4,742-66.6% |
| Participant deferral / active EE | $2,409 | $7,801-69.1% | $7,448-67.7% | $6,401-62.4% |
| Admin fee / account holder | $17,129 | $11,570+48.0% | $10,009+71.1% | $11,431+49.8% |