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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 | $41,899 | $85,171-50.8% | $172,752-75.7% | $72,975-42.6% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | -8.45% | 27.32%-35.8pp | 802.97%-811.4pp | 81.01%-89.5pp |
| Employer contribution / active EE | $10,752 | $3,324+223.5% | $5,144+109.0% | $2,440+340.6% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,053 | $5,880-48.1% | $13,955-78.1% | $5,124-40.4% |