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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 | $77,001 | $93,346-17.5% | $71,796+7.2% | $273,972-71.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | -2.86% | 130.39%-133.2pp | 78.04%-80.9pp | 41.46%-44.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $123 | $3,475-96.5% | $2,794-95.6% | $5,287-97.7% |
| Admin fee / account holder | $4,197 | $6,571-36.1% | $4,815-12.8% | $10,133-58.6% |