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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 | $57,225 | $209,425-72.7% | $178,499-67.9% | $158,966-64.0% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -4.19% | 188.80%-193.0pp | 151.10%-155.3pp | 302.95%-307.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,024 | $5,955-82.8% | $5,202-80.3% | $5,983-82.9% |
| Admin fee / account holder | $89,250 | $17,078+422.6% | $13,986+538.1% | $11,250+693.3% |