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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 | $44,534 | $102,393-56.5% | $147,041-69.7% | $80,911-45.0% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | -15.07% | 134.95%-150.0pp | 419.21%-434.3pp | 35.63%-50.7pp |
| Employer contribution / active EE | $1,904 | $3,715-48.8% | $4,935-61.4% | $2,756-30.9% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,301 | $7,943-83.6% | $13,006-90.0% | $6,935-81.2% |