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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 | $53,458 | $102,422-47.8% | $147,117-63.7% | $80,959-34.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -20.39% | 135.16%-155.5pp | 420.54%-440.9pp | 35.67%-56.1pp |
| Employer contribution / active EE | $8,352 | $3,717+124.7% | $4,932+69.3% | $2,757+202.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,185 | $7,953-72.5% | $12,993-83.2% | $6,925-68.4% |