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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 | $37,801 | $114,013-66.8% | $103,693-63.5% | $155,188-75.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | -1.04% | 49.31%-50.4pp | 47.61%-48.7pp | 148.84%-149.9pp |
| Employer contribution / active EE | $9,385 | $3,131+199.7% | $2,920+221.4% | $4,248+120.9% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $22,581 | $8,407+168.6% | $7,858+187.4% | $14,480+55.9% |