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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 | $19,269 | $99,644-80.7% | $86,438-77.7% | $134,532-85.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -23.23% | 6787.26%-6810.5pp | 4397.19%-4420.4pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,957 | $4,402-55.5% | $3,769-48.1% | $4,741-58.7% |
| Participant deferral / active EE | $1,510 | $7,247-79.2% | $6,952-78.3% | $6,401-76.4% |
| Admin fee / account holder | $4,282 | $8,375-48.9% | $6,733-36.4% | $11,429-62.5% |