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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 | $25,340 | $60,139-57.9% | $90,461-72.0% | $79,856-68.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -15.30% | 71.96%-87.3pp | 1294.76%-1310.1pp | 31.71%-47.0pp |
| Employer contribution / active EE | $3,784 | $2,069+82.9% | $3,264+15.9% | $2,471+53.1% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,880 | $3,978-52.7% | $5,617-66.5% | $5,306-64.6% |