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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 | $10,608 | $111,535-90.5% | $105,223-89.9% | $137,256-92.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | -22.56% | 237.85%-260.4pp | 180.65%-203.2pp | 220.34%-242.9pp |
| Employer contribution / active EE | $1,526 | $3,939-61.3% | $3,689-58.6% | $4,156-63.3% |
| Participant deferral / active EE | $974 | $5,500-82.3% | $5,072-80.8% | $6,407-84.8% |
| Admin fee / account holder | $3,572 | $9,721-63.3% | $8,859-59.7% | $12,270-70.9% |