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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 | $21,559 | $45,872-53.0% | $77,100-72.0% | $68,490-68.5% |
| Participation rate | 98.1% | 55.9%+42.2pp | 67.9%+30.2pp | 67.9%+30.3pp |
| Annual return | -75.14% | 1.73%-76.9pp | 42.35%-117.5pp | -7.85%-67.3pp |
| Employer contribution / active EE | $13,661 | $1,650+728.1% | $2,815+385.3% | $2,597+426.1% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,545 | $3,041+16.6% | $5,443-34.9% | $5,403-34.4% |