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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 | $38,036 | $106,551-64.3% | $91,225-58.3% | $134,532-71.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -23.25% | 160.78%-184.0pp | 114.12%-137.4pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,162 | $3,331-65.1% | $2,851-59.3% | $4,741-75.5% |
| Participant deferral / active EE | $389 | $4,718-91.8% | $4,233-90.8% | $6,401-93.9% |
| Admin fee / account holder | $10,597 | $6,234+70.0% | $5,422+95.4% | $11,429-7.3% |