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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 | $78,071 | $138,076-43.5% | $123,553-36.8% | $135,380-42.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.29% | 153.70%-164.0pp | 119.21%-129.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $981 | $5,152-81.0% | $4,628-78.8% | $4,779-79.5% |
| Participant deferral / active EE | $1,992 | $6,800-70.7% | $6,426-69.0% | $5,609-64.5% |
| Admin fee / account holder | $808 | $10,917-92.6% | $9,284-91.3% | $10,828-92.5% |