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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 | $25,063 | $209,336-88.0% | $197,124-87.3% | $137,256-81.7% |
| Participation rate | 70.6% | 87.3%-16.7pp | 86.7%-16.1pp | 80.0%-9.4pp |
| Annual return | -5.92% | 48.09%-54.0pp | 44.34%-50.3pp | 220.34%-226.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $675 | $9,614-93.0% | $9,135-92.6% | $6,407-89.5% |
| Admin fee / account holder | $13,040 | $17,308-24.7% | $16,298-20.0% | $12,270+6.3% |