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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 | $27,903 | $107,368-74.0% | $92,915-70.0% | $152,909-81.8% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | -34.25% | 145.64%-179.9pp | 109.45%-143.7pp | 345.46%-379.7pp |
| Employer contribution / active EE | $6,627 | $4,222+57.0% | $3,653+81.4% | $4,764+39.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,391 | $7,082-80.4% | $5,796-76.0% | $11,601-88.0% |