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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 | $41,755 | $165,381-74.8% | $149,730-72.1% | $158,966-73.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -11.11% | 348.29%-359.4pp | 276.70%-287.8pp | 302.95%-314.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,188 | $7,182-69.5% | $6,843-68.0% | $5,983-63.4% |
| Admin fee / account holder | $6,367 | $10,809-41.1% | $9,310-31.6% | $11,250-43.4% |