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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 | $53,500 | $82,678-35.3% | $125,391-57.3% | $68,490-21.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -28.79% | -5.97%-22.8pp | 572.41%-601.2pp | -7.85%-20.9pp |
| Employer contribution / active EE | $6,301 | $3,382+86.3% | $4,816+30.8% | $2,597+142.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,885 | $6,277-70.0% | $10,009-81.2% | $5,403-65.1% |