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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 | $131,522 | $93,346+40.9% | $71,796+83.2% | $273,972-52.0% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 83.0%-13.0pp |
| Annual return | -4.05% | 130.39%-134.4pp | 78.04%-82.1pp | 41.46%-45.5pp |
| Employer contribution / active EE | $599 | $2,733-78.1% | $1,924-68.9% | $4,869-87.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,313 | $6,571-80.0% | $4,815-72.7% | $10,133-87.0% |