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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 | $56,701 | $59,111-4.1% | $86,451-34.4% | $68,490-17.2% |
| Participation rate | 90.4% | 75.2%+15.2pp | 80.3%+10.1pp | 67.9%+22.5pp |
| Annual return | -53.80% | -0.22%-53.6pp | 4398.51%-4452.3pp | -7.85%-46.0pp |
| Employer contribution / active EE | $11,731 | $2,519+365.7% | $3,770+211.2% | $2,597+351.8% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,302 | $5,640-59.2% | $6,734-65.8% | $5,403-57.4% |