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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 | $32,111 | $78,694-59.2% | $67,652-52.5% | $125,389-74.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -15.09% | 9.46%-24.5pp | 6625.40%-6640.5pp | 282.24%-297.3pp |
| Employer contribution / active EE | $11,910 | $3,044+291.3% | $2,266+425.7% | $4,866+144.8% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,306 | $7,403-55.3% | $4,821-31.4% | $9,541-65.4% |