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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 | $50,245 | $176,105-71.5% | $159,474-68.5% | $167,536-70.0% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | -33.10% | 331.91%-365.0pp | 263.68%-296.8pp | 478.82%-511.9pp |
| Employer contribution / active EE | $15,703 | $5,299+196.3% | $4,831+225.1% | $4,839+224.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,047 | $12,559-91.7% | $10,802-90.3% | $12,315-91.5% |