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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 | $60,475 | $160,059-62.2% | $140,019-56.8% | $135,382-55.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -9.55% | 911.44%-921.0pp | 651.15%-660.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $2,316 | $6,420-63.9% | $5,605-58.7% | $4,779-51.5% |
| Participant deferral / active EE | $2,641 | $7,641-65.4% | $6,927-61.9% | $5,609-52.9% |
| Admin fee / account holder | $1,836 | $13,328-86.2% | $10,705-82.8% | $10,829-83.0% |