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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 | $102,422-51.6% | $147,117-66.3% | $80,959-38.7% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | -26.60% | 135.16%-161.8pp | 420.54%-447.1pp | 35.67%-62.3pp |
| Employer contribution / active EE | $9,762 | $3,717+162.6% | $4,932+97.9% | $2,757+254.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,278 | $7,953-33.6% | $12,993-59.4% | $6,925-23.8% |