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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 | $29,932 | $111,535-73.2% | $105,223-71.6% | $137,256-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -14.29% | 237.85%-252.1pp | 180.65%-194.9pp | 220.34%-234.6pp |
| Employer contribution / active EE | $4,989 | $3,939+26.6% | $3,689+35.3% | $4,156+20.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,481 | $9,721-84.8% | $8,859-83.3% | $12,270-87.9% |