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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 | $46,328 | $185,905-75.1% | $170,057-72.8% | $139,487-66.8% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | -9.31% | 60.56%-69.9pp | 53.42%-62.7pp | 373.84%-383.1pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,313 | $11,627-80.1% | $10,411-77.8% | $6,713-65.5% |
| Admin fee / account holder | $1,314 | $15,397-91.5% | $12,826-89.8% | $11,407-88.5% |