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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 | $21,302 | $197,819-89.2% | $155,789-86.3% | $125,388-83.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -14.01% | 86.73%-100.7pp | 71.54%-85.5pp | 282.24%-296.2pp |
| Employer contribution / active EE | $5,760 | $4,850+18.8% | $3,839+50.1% | $4,866+18.4% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15,113 | $9,544+58.4% | $7,477+102.1% | $9,541+58.4% |