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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 | $75,866 | $105,210-27.9% | $159,487-52.4% | $85,851-11.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -16.18% | 45.08%-61.3pp | 263.71%-279.9pp | 318.63%-334.8pp |
| Employer contribution / active EE | $8,265 | $3,319+149.0% | $4,831+71.1% | $2,565+222.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,285 | $6,934-81.5% | $10,804-88.1% | $6,261-79.5% |