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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 | $27,006 | $150,435-82.0% | $120,580-77.6% | $145,897-81.5% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 7.52% | 154.60%-147.1pp | 107.48%-100.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $891 | $6,174-85.6% | $4,995-82.2% | $6,689-86.7% |
| Admin fee / account holder | $2,883 | $12,182-76.3% | $9,418-69.4% | $13,390-78.5% |