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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 | $160,028-75.7% | $147,080-73.5% | $145,884-73.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | -41.56% | 98.60%-140.2pp | 420.17%-461.7pp | 551.85%-593.4pp |
| Employer contribution / active EE | $10,558 | $5,286+99.7% | $4,933+114.0% | $4,662+126.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,398 | $15,030-70.7% | $12,989-66.1% | $13,392-67.2% |