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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 | $25,214 | $154,209-83.6% | $130,062-80.6% | $139,487-81.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -9.77% | 32.52%-42.3pp | -137.37%+127.6pp | 373.84%-383.6pp |
| Employer contribution / active EE | $7,960 | $5,292+50.4% | $4,322+84.2% | $4,755+67.4% |
| Participant deferral / active EE | $1,587 | $6,709-76.3% | $5,821-72.7% | $6,713-76.4% |
| Admin fee / account holder | $7,469 | $13,988-46.6% | $10,601-29.5% | $11,407-34.5% |