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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 | $21,920 | $117,859-81.4% | $102,438-78.6% | $145,959-85.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -24.81% | 31.72%-56.5pp | 29.37%-54.2pp | 561.95%-586.8pp |
| Employer contribution / active EE | $6,727 | $3,615+86.1% | $3,024+122.5% | $4,661+44.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,031 | $13,318-92.3% | $9,448-89.1% | $13,398-92.3% |