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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 | $111,089 | $190,879-41.8% | $160,009-30.6% | $134,532-17.4% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.0%+11.5pp | 81.2%+8.2pp |
| Annual return | -20.62% | 552.63%-573.2pp | 408.85%-429.5pp | 418.27%-438.9pp |
| Employer contribution / active EE | $874 | $4,995-82.5% | $4,225-79.3% | $4,741-81.6% |
| Participant deferral / active EE | $1,228 | $6,924-82.3% | $6,183-80.1% | $6,401-80.8% |
| Admin fee / account holder | $10,534 | $10,495+0.4% | $8,715+20.9% | $11,429-7.8% |