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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 | $40,706 | $78,027-47.8% | $178,528-77.2% | $80,925-49.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | -62.44% | 18.09%-80.5pp | 27.11%-89.6pp | 35.65%-98.1pp |
| Employer contribution / active EE | $20,848 | $2,281+813.9% | $3,950+427.7% | $2,756+656.4% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,454 | $7,168-65.8% | $10,419-76.4% | $6,940-64.6% |