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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 | $32,550 | $176,120-81.5% | $159,487-79.6% | $167,553-80.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -12.22% | 331.95%-344.2pp | 263.71%-275.9pp | 478.89%-491.1pp |
| Employer contribution / active EE | $2,297 | $5,299-56.6% | $4,831-52.4% | $4,840-52.5% |
| Participant deferral / active EE | $2,312 | $7,752-70.2% | $7,354-68.6% | $6,343-63.5% |
| Admin fee / account holder | $7,997 | $12,561-36.3% | $10,804-26.0% | $12,316-35.1% |