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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 | $102,422-56.5% | $147,117-69.7% | $80,959-45.0% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | -15.07% | 135.16%-150.2pp | 420.54%-435.6pp | 35.67%-50.7pp |
| Employer contribution / active EE | $1,904 | $3,717-48.8% | $4,932-61.4% | $2,757-30.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,301 | $7,953-83.6% | $12,993-90.0% | $6,925-81.2% |