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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 | $102,385-46.7% | $147,080-62.9% | $80,935-32.5% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | -16.01% | 135.09%-151.1pp | 420.17%-436.2pp | 35.66%-51.7pp |
| Employer contribution / active EE | $4,657 | $3,717+25.3% | $4,933-5.6% | $2,757+68.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,209 | $7,951-84.8% | $12,989-90.7% | $6,924-82.5% |