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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 | $44,386 | $105,200-57.8% | $159,474-72.2% | $85,847-48.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -12.00% | 45.08%-57.1pp | 263.68%-275.7pp | 318.61%-330.6pp |
| Employer contribution / active EE | $5,246 | $3,319+58.1% | $4,831+8.6% | $2,565+104.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,179 | $6,934-54.2% | $10,802-70.6% | $6,261-49.2% |