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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 | $75,130 | $99,644-24.6% | $86,438-13.1% | $134,532-44.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -41.37% | 6787.26%-6828.6pp | 4397.19%-4438.6pp | 418.27%-459.6pp |
| Employer contribution / active EE | $12,050 | $4,402+173.7% | $3,769+219.7% | $4,741+154.2% |
| Participant deferral / active EE | $2,266 | $7,247-68.7% | $6,952-67.4% | $6,401-64.6% |
| Admin fee / account holder | $4,286 | $8,375-48.8% | $6,733-36.3% | $11,429-62.5% |