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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 | $81,652 | $70,684+15.5% | $169,390-51.8% | $75,173+8.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | -27.85% | 36.38%-64.2pp | 406.07%-433.9pp | 160.72%-188.6pp |
| Employer contribution / active EE | $7,990 | $2,211+261.4% | $4,013+99.1% | $2,671+199.1% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,467 | $5,404-35.8% | $9,015-61.5% | $5,651-38.6% |