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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 | $48,973 | $100,805-51.4% | $86,698-43.5% | $134,532-63.6% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -20.51% | 29.09%-49.6pp | 35.95%-56.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,718 | $5,339-67.8% | $4,656-63.1% | $6,401-73.2% |
| Admin fee / account holder | $8,647 | $10,925-20.9% | $7,493+15.4% | $11,429-24.3% |