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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 | $61,522 | $95,383-35.5% | $185,837-66.9% | $85,856-28.3% |
| Participation rate | 73.3% | 68.8%+4.6pp | 81.7%-8.4pp | 69.3%+4.0pp |
| Annual return | -9.94% | 23.59%-33.5pp | 122.08%-132.0pp | 318.58%-328.5pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $964 | $3,423-71.8% | $5,568-82.7% | $3,952-75.6% |
| Admin fee / account holder | $346 | $7,213-95.2% | $16,241-97.9% | $6,261-94.5% |