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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 | $91,968 | $142,409-35.4% | $119,634-23.1% | $134,545-31.6% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -21.89% | -12.46%-9.4pp | -14.98%-6.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,940 | $6,468-70.0% | $5,601-65.4% | $6,401-69.7% |
| Admin fee / account holder | $1,606 | $13,594-88.2% | $10,329-84.4% | $11,431-85.9% |