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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 | $28,184 | $91,198-69.1% | $178,503-84.2% | $79,856-64.7% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | -40.11% | 24.20%-64.3pp | 151.12%-191.2pp | 31.71%-71.8pp |
| Employer contribution / active EE | $9,487 | $3,257+191.3% | $5,011+89.3% | $2,471+283.9% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,405 | $6,748-19.9% | $13,987-61.4% | $5,306+1.9% |