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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 | $101,183 | $115,814-12.6% | $101,275-0.1% | $158,982-36.4% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | -3.72% | 56.16%-59.9pp | 46.48%-50.2pp | 302.99%-306.7pp |
| Employer contribution / active EE | $2,881 | $4,176-31.0% | $3,660-21.3% | $4,763-39.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $757 | $7,249-89.6% | $5,948-87.3% | $11,252-93.3% |