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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 | $89,576 | $172,111-48.0% | $150,298-40.4% | $137,256-34.7% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | -16.60% | 69.37%-86.0pp | 62.79%-79.4pp | 220.34%-236.9pp |
| Employer contribution / active EE | $1,171 | $4,636-74.8% | $4,154-71.8% | $4,156-71.8% |
| Participant deferral / active EE | $1,478 | $6,166-76.0% | $5,453-72.9% | $6,407-76.9% |
| Admin fee / account holder | $31,489 | $16,471+91.2% | $14,116+123.1% | $12,270+156.6% |