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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 | $69,061 | $99,079-30.3% | $78,002-11.5% | $273,972-74.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | -32.88% | 217.93%-250.8pp | 425.99%-458.9pp | 41.46%-74.3pp |
| Employer contribution / active EE | $8,033 | $3,308+142.9% | $2,470+225.2% | $4,869+65.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,695 | $8,954-69.9% | $5,481-50.8% | $10,133-73.4% |