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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 | $86,282 | $208,088-58.5% | $186,193-53.7% | $154,746-44.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | -10.66% | 89.97%-100.6pp | 78.03%-88.7pp | 172.34%-183.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $300 | $7,078-95.8% | $6,513-95.4% | $6,730-95.5% |
| Admin fee / account holder | $10,258 | $11,698-12.3% | $11,058-7.2% | $14,365-28.6% |