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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 | $38,436 | $106,918-64.1% | $84,021-54.3% | $152,897-74.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 69.0%+24.3pp | 82.5%+10.9pp |
| Annual return | -1.19% | 105.01%-106.2pp | 71.32%-72.5pp | 345.43%-346.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13 | $4,012-99.7% | $3,239-99.6% | $5,851-99.8% |
| Admin fee / account holder | $558 | $8,288-93.3% | $6,102-90.9% | $11,599-95.2% |