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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 | $114,119-73.8% | $107,187-72.1% | $138,895-78.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | -14.29% | 273.21%-287.5pp | 204.55%-218.8pp | 145.39%-159.7pp |
| Employer contribution / active EE | $4,989 | $4,059+22.9% | $3,782+31.9% | $4,194+18.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,481 | $10,024-85.2% | $9,162-83.8% | $12,562-88.2% |