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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 | $27,923 | $148,582-81.2% | $135,942-79.5% | $139,456-80.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -16.04% | 79.26%-95.3pp | 68.28%-84.3pp | 373.45%-389.5pp |
| Employer contribution / active EE | $15,469 | $5,245+194.9% | $4,858+218.5% | $4,753+225.5% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,828 | $12,402-77.2% | $10,764-73.7% | $11,407-75.2% |