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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 | $91,847 | $138,076-33.5% | $123,553-25.7% | $135,380-32.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -16.89% | 153.70%-170.6pp | 119.21%-136.1pp | 519.81%-536.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,860 | $6,800-72.6% | $6,426-71.1% | $5,609-66.8% |
| Admin fee / account holder | $1,785 | $10,917-83.7% | $9,284-80.8% | $10,828-83.5% |