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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 | $46,019 | $81,696-43.7% | $70,494-34.7% | $158,982-71.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -0.79% | 208.70%-209.5pp | 109.16%-109.9pp | 302.99%-303.8pp |
| Employer contribution / active EE | $6,126 | $3,220+90.2% | $2,738+123.7% | $4,763+28.6% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $941 | $6,200-84.8% | $3,848-75.5% | $11,252-91.6% |