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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 | $51,863 | $78,705-34.1% | $117,857-56.0% | $70,131-26.0% |
| Participation rate | 97.5% | 73.2%+24.3pp | 79.7%+17.8pp | 69.5%+28.0pp |
| Annual return | -25.49% | 23.30%-48.8pp | 335.09%-360.6pp | 73.14%-98.6pp |
| Employer contribution / active EE | $20,318 | $2,223+813.9% | $3,786+436.6% | $2,342+767.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,109 | $5,065+20.6% | $8,020-23.8% | $4,645+31.5% |