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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 | $116,655 | $138,102-15.5% | $125,381-7.0% | $134,532-13.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -23.28% | 750.73%-774.0pp | 572.31%-595.6pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,602 | $5,245-69.5% | $4,815-66.7% | $4,741-66.2% |
| Participant deferral / active EE | $2,363 | $7,801-69.7% | $7,448-68.3% | $6,401-63.1% |
| Admin fee / account holder | $3,721 | $11,568-67.8% | $10,007-62.8% | $11,429-67.4% |