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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 | $34,181 | $167,352-79.6% | $143,788-76.2% | $134,509-74.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -27.84% | 0.47%-28.3pp | -0.03%-27.8pp | 418.13%-446.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $300 | $6,447-95.3% | $5,638-94.7% | $6,400-95.3% |
| Admin fee / account holder | $1,190 | $18,091-93.4% | $14,675-91.9% | $11,427-89.6% |