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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 | $41,748 | $84,236-50.4% | $170,435-75.5% | $70,126-40.5% |
| Participation rate | 75.0% | 70.8%+4.2pp | 83.6%-8.6pp | 69.5%+5.5pp |
| Annual return | -33.47% | 23.06%-56.5pp | 205.94%-239.4pp | 73.15%-106.6pp |
| Employer contribution / active EE | $11,520 | $3,387+240.1% | $5,432+112.1% | $2,343+391.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,661 | $5,698+16.9% | $13,881-52.0% | $4,645+43.4% |