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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 | $62,930 | $102,429-38.6% | $147,096-57.2% | $80,925-22.2% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | -2.19% | 135.02%-137.2pp | 419.75%-421.9pp | 35.65%-37.8pp |
| Employer contribution / active EE | $5,110 | $3,716+37.5% | $4,936+3.5% | $2,756+85.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,984 | $7,957-75.1% | $13,005-84.7% | $6,940-71.4% |