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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 | $69,875 | $138,075-49.4% | $123,552-43.4% | $135,379-48.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -11.68% | 153.70%-165.4pp | 119.20%-130.9pp | 519.79%-531.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $59 | $6,800-99.1% | $6,426-99.1% | $5,609-98.9% |
| Admin fee / account holder | $11,297 | $10,917+3.5% | $9,285+21.7% | $10,828+4.3% |