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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 | $27,093 | $105,158-74.2% | $94,672-71.4% | $139,487-80.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -18.26% | 38.11%-56.4pp | 156.89%-175.1pp | 373.84%-392.1pp |
| Employer contribution / active EE | $3,466 | $4,107-15.6% | $3,673-5.6% | $4,755-27.1% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,917 | $8,972-67.5% | $7,222-59.6% | $11,407-74.4% |