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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 | $17,595 | $57,352-69.3% | $83,831-79.0% | $64,173-72.6% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.0pp | 69.6%+18.6pp |
| Annual return | -8.65% | 11.38%-20.0pp | 850.99%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,418 | $2,546+73.6% | $3,631+21.7% | $2,381+85.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,125 | $4,046-47.5% | $5,479-61.2% | $4,887-56.5% |