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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 | $24,430 | $115,814-78.9% | $101,275-75.9% | $158,982-84.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.41% | 56.16%-63.6pp | 46.48%-53.9pp | 302.99%-310.4pp |
| Employer contribution / active EE | $10,205 | $4,176+144.4% | $3,660+178.8% | $4,763+114.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,056 | $7,249-85.4% | $5,948-82.3% | $11,252-90.6% |