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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 | $70,863 | $138,102-48.7% | $125,381-43.5% | $134,532-47.3% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -25.37% | 750.73%-776.1pp | 572.31%-597.7pp | 418.27%-443.6pp |
| Employer contribution / active EE | $2,508 | $5,245-52.2% | $4,815-47.9% | $4,741-47.1% |
| Participant deferral / active EE | $2,455 | $7,801-68.5% | $7,448-67.0% | $6,401-61.6% |
| Admin fee / account holder | $584 | $11,568-95.0% | $10,007-94.2% | $11,429-94.9% |