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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 | $49,287 | $165,399-70.2% | $149,745-67.1% | $158,982-69.0% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | -57.27% | 348.34%-405.6pp | 276.72%-334.0pp | 302.99%-360.3pp |
| Employer contribution / active EE | $19,734 | $5,105+286.6% | $4,646+324.8% | $4,763+314.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,518 | $10,811-86.0% | $9,312-83.7% | $11,252-86.5% |