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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 | $55,892 | $91,537-38.9% | $130,045-57.0% | $75,173-25.6% |
| Participation rate | 95.5% | 71.5%+24.0pp | 78.5%+17.0pp | 67.2%+28.3pp |
| Annual return | -25.45% | -631.55%+606.1pp | -137.30%+111.8pp | 160.72%-186.2pp |
| Employer contribution / active EE | $47,702 | $2,845+1576.9% | $4,321+1003.9% | $2,671+1686.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21,807 | $6,780+221.7% | $10,600+105.7% | $5,651+285.9% |