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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 | $36,109 | $138,114-73.9% | $125,391-71.2% | $134,545-73.2% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -21.62% | 750.88%-772.5pp | 572.41%-594.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,125 | $5,246-78.6% | $4,816-76.6% | $4,742-76.3% |
| Participant deferral / active EE | $1,232 | $7,801-84.2% | $7,448-83.5% | $6,401-80.7% |
| Admin fee / account holder | $4,386 | $11,570-62.1% | $10,009-56.2% | $11,431-61.6% |