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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 | $38,951 | $55,902-30.3% | $76,030-48.8% | $80,959-51.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -42.90% | 20.59%-63.5pp | 361.54%-404.4pp | 35.67%-78.6pp |
| Employer contribution / active EE | $21,374 | $1,867+1045.0% | $2,688+695.3% | $2,757+675.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,160 | $5,239+74.8% | $6,421+42.7% | $6,925+32.3% |