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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 | $32,743 | $107,353-69.5% | $92,903-64.8% | $152,885-78.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -2.23% | 145.62%-147.8pp | 109.43%-111.7pp | 345.39%-347.6pp |
| Employer contribution / active EE | $8,793 | $4,222+108.3% | $3,653+140.7% | $4,763+84.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $58,727 | $7,081+729.4% | $5,795+913.5% | $11,598+406.4% |