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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 | $27,327 | $181,062-84.9% | $158,223-82.7% | $155,188-82.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | -6.53% | 57.39%-63.9pp | 52.09%-58.6pp | 148.84%-155.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $290 | $6,134-95.3% | $5,467-94.7% | $6,531-95.6% |
| Admin fee / account holder | $5,497 | $18,825-70.8% | $16,047-65.7% | $14,480-62.0% |