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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 | $91,498 | $138,114-33.8% | $125,391-27.0% | $134,545-32.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.78% | 750.88%-772.7pp | 572.41%-594.2pp | 418.37%-440.2pp |
| Employer contribution / active EE | $1,758 | $5,246-66.5% | $4,816-63.5% | $4,742-62.9% |
| Participant deferral / active EE | $390 | $7,801-95.0% | $7,448-94.8% | $6,401-93.9% |
| Admin fee / account holder | $2,775 | $11,570-76.0% | $10,009-72.3% | $11,431-75.7% |