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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 | $31,215 | $72,404-56.9% | $110,243-71.7% | $64,173-51.4% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.4pp |
| Annual return | -28.87% | -6.29%-22.6pp | 314.76%-343.6pp | 7.63%-36.5pp |
| Employer contribution / active EE | $10,000 | $2,282+338.3% | $3,827+161.3% | $2,381+320.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,667 | $5,664-52.9% | $8,548-68.8% | $4,887-45.4% |