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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 | $96,693 | $138,114-30.0% | $125,391-22.9% | $134,545-28.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -21.70% | 750.88%-772.6pp | 572.41%-594.1pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,896 | $5,246-63.9% | $4,816-60.6% | $4,742-60.0% |
| Participant deferral / active EE | $2,529 | $7,801-67.6% | $7,448-66.0% | $6,401-60.5% |
| Admin fee / account holder | $3,769 | $11,570-67.4% | $10,009-62.3% | $11,431-67.0% |