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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 | $101,510 | $112,915-10.1% | $90,965+11.6% | $158,950-36.1% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | -10.04% | 215.75%-225.8pp | 134.57%-144.6pp | 302.91%-312.9pp |
| Employer contribution / active EE | $793 | $2,894-72.6% | $2,122-62.6% | $4,762-83.3% |
| Participant deferral / active EE | $943 | $4,128-77.2% | $3,373-72.0% | $5,983-84.2% |
| Admin fee / account holder | $3,406 | $8,044-57.7% | $5,960-42.9% | $11,248-69.7% |