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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 | $72,658 | $162,785-55.4% | $133,959-45.8% | $158,950-54.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -78.46% | 41.94%-120.4pp | 45.09%-123.6pp | 302.91%-381.4pp |
| Employer contribution / active EE | $20,000 | $4,975+302.0% | $3,919+410.4% | $4,762+320.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,488 | $11,738-87.3% | $8,928-83.3% | $11,248-86.8% |