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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 | $62,398 | $94,529-34.0% | $140,019-55.4% | $64,173-2.8% |
| Participation rate | 80.8% | 84.1%-3.3pp | 87.5%-6.7pp | 69.6%+11.2pp |
| Annual return | -10.66% | 7.77%-18.4pp | 651.15%-661.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,911 | $5,250-63.6% | $6,927-72.4% | $3,470-44.9% |
| Admin fee / account holder | $3,100 | $6,741-54.0% | $10,705-71.0% | $4,887-36.6% |