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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 | $12,180 | $111,535-89.1% | $105,223-88.4% | $137,256-91.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | -12.08% | 237.85%-249.9pp | 180.65%-192.7pp | 220.34%-232.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $807 | $5,500-85.3% | $5,072-84.1% | $6,407-87.4% |
| Admin fee / account holder | $3,981 | $9,721-59.1% | $8,859-55.1% | $12,270-67.6% |