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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 | $49,770 | $90,509-45.0% | $78,693-36.8% | $273,968-81.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -4.15% | 75.61%-79.8pp | 62.18%-66.3pp | 41.45%-45.6pp |
| Employer contribution / active EE | $2,654 | $3,175-16.4% | $2,850-6.9% | $4,869-45.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $716 | $5,264-86.4% | $4,511-84.1% | $10,132-92.9% |