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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 | $54,602 | $102,393-46.7% | $147,041-62.9% | $80,911-32.5% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | -16.01% | 134.95%-151.0pp | 419.21%-435.2pp | 35.63%-51.6pp |
| Employer contribution / active EE | $4,657 | $3,715+25.3% | $4,935-5.6% | $2,756+69.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,209 | $7,943-84.8% | $13,006-90.7% | $6,935-82.6% |