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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 | $39,212 | $135,956-71.2% | $123,894-68.4% | $273,972-85.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.60% | 56.63%-60.2pp | 47.52%-51.1pp | 41.46%-45.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $80 | $6,343-98.7% | $5,984-98.7% | $5,287-98.5% |
| Admin fee / account holder | $1,168 | $9,817-88.1% | $8,357-86.0% | $10,133-88.5% |