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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 | $56,760 | $95,917-40.8% | $79,583-28.7% | $134,545-57.8% |
| Participation rate | 70.6% | 75.0%-4.5pp | 69.5%+1.1pp | 81.2%-10.6pp |
| Annual return | -29.71% | -2.70%-27.0pp | 0.16%-29.9pp | 418.37%-448.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $826 | $4,694-82.4% | $3,986-79.3% | $6,401-87.1% |
| Admin fee / account holder | $325 | $9,132-96.4% | $6,835-95.2% | $11,431-97.2% |