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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 | $99,566 | $190,916-47.8% | $160,037-37.8% | $134,545-26.0% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.0%+16.1pp | 81.2%+12.9pp |
| Annual return | -28.13% | 552.79%-580.9pp | 408.95%-437.1pp | 418.37%-446.5pp |
| Employer contribution / active EE | $5,652 | $4,996+13.1% | $4,226+33.8% | $4,742+19.2% |
| Participant deferral / active EE | $1,199 | $6,925-82.7% | $6,184-80.6% | $6,401-81.3% |
| Admin fee / account holder | $1,548 | $10,497-85.2% | $8,716-82.2% | $11,431-86.5% |