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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 | $40,253 | $112,933-64.4% | $90,970-55.8% | $158,982-74.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -2.80% | 215.82%-218.6pp | 134.60%-137.4pp | 302.99%-305.8pp |
| Employer contribution / active EE | $3,571 | $2,893+23.4% | $2,122+68.3% | $4,763-25.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,671 | $8,047-4.7% | $5,961+28.7% | $11,252-31.8% |