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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 | $35,081 | $99,079-64.6% | $78,002-55.0% | $273,972-87.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -2.46% | 217.93%-220.4pp | 425.99%-428.5pp | 41.46%-43.9pp |
| Employer contribution / active EE | $3,059 | $3,308-7.5% | $2,470+23.8% | $4,869-37.2% |
| Participant deferral / active EE | $390 | $4,306-91.0% | $3,497-88.9% | $5,287-92.6% |
| Admin fee / account holder | $22,354 | $8,954+149.7% | $5,481+307.9% | $10,133+120.6% |