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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 | $27,840 | $129,959-78.6% | $104,301-73.3% | $134,532-79.3% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -21.03% | 42.04%-63.1pp | 24.61%-45.6pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,500 | $4,185-40.3% | $3,373-25.9% | $4,741-47.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,336 | $9,325-85.7% | $7,340-81.8% | $11,429-88.3% |