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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 | $19,481 | $175,231-88.9% | $149,696-87.0% | $139,466-86.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | -7.73% | 166.77%-174.5pp | 134.46%-142.2pp | 373.66%-381.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,556 | $6,521-76.1% | $5,682-72.6% | $6,712-76.8% |
| Admin fee / account holder | $2,117 | $16,155-86.9% | $13,212-84.0% | $11,409-81.4% |