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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 | $70,415 | $81,208-13.3% | $98,920-28.8% | $79,852-11.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -25.57% | 60.99%-86.6pp | 196.47%-222.0pp | 31.72%-57.3pp |
| Employer contribution / active EE | $11,259 | $1,960+474.5% | $2,689+318.6% | $2,471+355.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,513 | $6,013-24.9% | $6,643-32.1% | $5,306-15.0% |