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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 | $44,630 | $93,124-52.1% | $77,100-42.1% | $134,545-66.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -33.18% | 62.68%-95.9pp | 42.35%-75.5pp | 418.37%-451.5pp |
| Employer contribution / active EE | $2,500 | $3,421-26.9% | $2,815-11.2% | $4,742-47.3% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,098 | $6,970-84.2% | $5,443-79.8% | $11,431-90.4% |