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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 | $27,334 | $166,020-83.5% | $164,866-83.4% | $145,959-81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -8.69% | 100.08%-108.8pp | 69.97%-78.7pp | 561.95%-570.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $314 | $6,961-95.5% | $6,033-94.8% | $6,689-95.3% |
| Admin fee / account holder | $10,528 | $16,644-36.7% | $12,689-17.0% | $13,398-21.4% |