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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 | $46,667 | $89,370-47.8% | $141,197-66.9% | $72,976-36.1% |
| Participation rate | 91.8% | 75.1%+16.7pp | 82.5%+9.4pp | 69.5%+22.3pp |
| Annual return | -53.39% | 111.88%-165.3pp | 71.41%-124.8pp | 81.02%-134.4pp |
| Employer contribution / active EE | $24,812 | $3,115+696.6% | $4,736+423.9% | $2,440+916.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $18,600 | $5,957+212.3% | $10,265+81.2% | $5,124+263.0% |