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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 | $43,049 | $95,895-55.1% | $79,576-45.9% | $134,509-68.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -23.93% | -2.72%-21.2pp | 0.15%-24.1pp | 418.13%-442.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $927 | $4,693-80.2% | $3,985-76.7% | $6,400-85.5% |
| Admin fee / account holder | $2,167 | $9,129-76.3% | $6,834-68.3% | $11,427-81.0% |