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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 | $176,077-43.9% | $159,455-38.0% | $167,518-41.0% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | -17.59% | 331.83%-349.4pp | 263.63%-281.2pp | 478.71%-496.3pp |
| Employer contribution / active EE | $2,223 | $5,298-58.0% | $4,830-54.0% | $4,838-54.1% |
| Participant deferral / active EE | $2,089 | $7,751-73.0% | $7,353-71.6% | $6,342-67.1% |
| Admin fee / account holder | $1,210 | $12,556-90.4% | $10,800-88.8% | $12,312-90.2% |