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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 | $38,528 | $160,059-75.9% | $140,019-72.5% | $135,380-71.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -37.56% | 911.48%-949.0pp | 651.17%-688.7pp | 519.81%-557.4pp |
| Employer contribution / active EE | $3,785 | $6,420-41.0% | $5,605-32.5% | $4,779-20.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,105 | $13,328-84.2% | $10,705-80.3% | $10,828-80.6% |