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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 | $35,496 | $160,059-77.8% | $140,019-74.6% | $135,380-73.8% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -9.49% | 911.48%-921.0pp | 651.17%-660.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,908 | $6,420-70.3% | $5,605-66.0% | $4,779-60.1% |
| Participant deferral / active EE | $2,298 | $7,641-69.9% | $6,927-66.8% | $5,609-59.0% |
| Admin fee / account holder | $8,706 | $13,328-34.7% | $10,705-18.7% | $10,828-19.6% |