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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 | $28,139 | $102,632-72.6% | $81,988-65.7% | $158,950-82.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -8.79% | 61.05%-69.8pp | 41.31%-50.1pp | 302.91%-311.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $400 | $4,649-91.4% | $3,722-89.3% | $5,983-93.3% |
| Admin fee / account holder | $6,561 | $8,237-20.4% | $5,665+15.8% | $11,248-41.7% |