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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 | $39,110 | $127,096-69.2% | $105,736-63.0% | $135,380-71.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -15.55% | 4.49%-20.0pp | 6.27%-21.8pp | 519.81%-535.4pp |
| Employer contribution / active EE | $7,778 | $4,107+89.4% | $3,268+138.0% | $4,779+62.8% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $597 | $9,087-93.4% | $6,913-91.4% | $10,828-94.5% |