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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 | $38,942 | $159,978-75.7% | $147,041-73.5% | $145,978-73.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | -41.56% | 98.36%-139.9pp | 419.21%-460.8pp | 550.52%-592.1pp |
| Employer contribution / active EE | $10,558 | $5,288+99.6% | $4,935+113.9% | $4,662+126.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,398 | $15,053-70.8% | $13,006-66.2% | $13,400-67.2% |