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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 | $37,386 | $167,362-77.7% | $143,799-74.0% | $134,532-72.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -26.14% | 0.47%-26.6pp | -0.04%-26.1pp | 418.27%-444.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,320 | $6,447-79.5% | $5,638-76.6% | $6,401-79.4% |
| Admin fee / account holder | $4,654 | $18,094-74.3% | $14,677-68.3% | $11,429-59.3% |