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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 | $30,086 | $85,766-64.9% | $136,298-77.9% | $70,126-57.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -16.60% | 31.46%-48.1pp | 5156.27%-5172.9pp | 73.15%-89.7pp |
| Employer contribution / active EE | $1,345 | $2,966-54.6% | $4,696-71.4% | $2,343-42.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,165 | $5,421-41.6% | $9,244-65.8% | $4,645-31.9% |