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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 | $37,769 | $95,915-60.6% | $79,580-52.5% | $134,532-71.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.39% | -2.71%-18.7pp | 0.15%-21.5pp | 418.27%-439.7pp |
| Employer contribution / active EE | $2,353 | $3,129-24.8% | $2,413-2.5% | $4,741-50.4% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $893 | $9,132-90.2% | $6,835-86.9% | $11,429-92.2% |