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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 | $40,089 | $132,634-69.8% | $115,768-65.4% | $137,256-70.8% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.4%+21.1pp | 80.0%+15.5pp |
| Annual return | -78.93% | 160.70%-239.6pp | 100.46%-179.4pp | 220.34%-299.3pp |
| Employer contribution / active EE | $18,642 | $3,360+454.9% | $2,940+534.1% | $4,156+348.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,845 | $15,028-61.1% | $12,439-53.0% | $12,270-52.4% |