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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 | $98,805 | $176,105-43.9% | $159,474-38.0% | $167,536-41.0% |
| Participation rate | 93.3% | 85.0%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | -17.59% | 331.91%-349.5pp | 263.68%-281.3pp | 478.82%-496.4pp |
| Employer contribution / active EE | $2,223 | $5,299-58.0% | $4,831-54.0% | $4,839-54.1% |
| Participant deferral / active EE | $2,089 | $7,751-73.0% | $7,353-71.6% | $6,342-67.1% |
| Admin fee / account holder | $1,210 | $12,559-90.4% | $10,802-88.8% | $12,315-90.2% |