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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 | $49,618 | $102,382-51.5% | $147,005-66.2% | $80,874-38.6% |
| Participation rate | 97.7% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | -26.60% | 134.89%-161.5pp | 418.76%-445.4pp | 35.62%-62.2pp |
| Employer contribution / active EE | $9,762 | $3,715+162.8% | $4,934+97.8% | $2,756+254.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,278 | $7,942-33.6% | $13,006-59.4% | $6,935-23.9% |