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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 | $11,355 | $172,111-93.4% | $150,298-92.4% | $137,256-91.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | -4.33% | 69.37%-73.7pp | 62.79%-67.1pp | 220.34%-224.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,281 | $6,166-79.2% | $5,453-76.5% | $6,407-80.0% |
| Admin fee / account holder | $3,961 | $16,471-76.0% | $14,116-71.9% | $12,270-67.7% |