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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 | $49,037 | $125,190-60.8% | $105,624-53.6% | $145,897-66.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -3.21% | 225.22%-228.4pp | 116.20%-119.4pp | 552.29%-555.5pp |
| Employer contribution / active EE | $32,300 | $3,720+768.2% | $3,168+919.7% | $4,663+592.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,805 | $17,138-89.5% | $10,961-83.5% | $13,390-86.5% |