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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 | $21,082 | $102,638-79.5% | $81,991-74.3% | $158,966-86.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -20.00% | 61.05%-81.1pp | 41.31%-61.3pp | 302.95%-322.9pp |
| Employer contribution / active EE | $1,288 | $3,241-60.3% | $2,498-48.4% | $4,762-73.0% |
| Participant deferral / active EE | $300 | $4,649-93.5% | $3,722-91.9% | $5,983-95.0% |
| Admin fee / account holder | $5,426 | $8,237-34.1% | $5,665-4.2% | $11,250-51.8% |