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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 | $58,561 | $180,466-67.6% | $154,114-62.0% | $135,382-56.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -11.43% | 888.15%-899.6pp | 735.16%-746.6pp | 519.77%-531.2pp |
| Employer contribution / active EE | $3,626 | $6,035-39.9% | $5,298-31.5% | $4,779-24.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,480 | $16,144-84.6% | $13,411-81.5% | $10,829-77.1% |