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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 | $71,171 | $125,797-43.4% | $170,043-58.1% | $75,173-5.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -37.80% | 27.20%-65.0pp | 53.40%-91.2pp | 160.72%-198.5pp |
| Employer contribution / active EE | $11,251 | $4,616+143.7% | $6,790+65.7% | $2,671+321.2% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,917 | $8,177-15.4% | $12,824-46.1% | $5,651+22.4% |