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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 | $31,980 | $117,895-72.9% | $102,460-68.8% | $145,897-78.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | -74.08% | 31.92%-106.0pp | 29.47%-103.6pp | 552.29%-626.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $877 | $5,736-84.7% | $5,056-82.7% | $6,689-86.9% |
| Admin fee / account holder | $5,761 | $13,353-56.9% | $9,460-39.1% | $13,390-57.0% |