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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 | $28,337 | $73,988-61.7% | $96,538-70.6% | $75,177-62.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -43.81% | 26.73%-70.5pp | 35.74%-79.5pp | 160.75%-204.6pp |
| Employer contribution / active EE | $6,349 | $2,930+116.7% | $3,740+69.7% | $2,671+137.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,103 | $5,220-59.7% | $6,737-68.8% | $5,651-62.8% |