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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 | $50,016 | $138,075-63.8% | $123,552-59.5% | $135,379-63.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -15.34% | 153.70%-169.0pp | 119.20%-134.5pp | 519.79%-535.1pp |
| Employer contribution / active EE | $1,059 | $5,152-79.5% | $4,628-77.1% | $4,779-77.9% |
| Participant deferral / active EE | $2,073 | $6,800-69.5% | $6,426-67.7% | $5,609-63.0% |
| Admin fee / account holder | $14,732 | $10,917+34.9% | $9,285+58.7% | $10,828+36.1% |