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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 | $21,019 | $100,805-79.1% | $86,698-75.8% | $134,532-84.4% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -20.33% | 29.09%-49.4pp | 35.95%-56.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $527 | $5,339-90.1% | $4,656-88.7% | $6,401-91.8% |
| Admin fee / account holder | $3,383 | $10,925-69.0% | $7,493-54.8% | $11,429-70.4% |