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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 | $57,426 | $98,776-41.9% | $149,745-61.7% | $79,856-28.1% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.5%+9.4pp | 69.6%+22.2pp |
| Annual return | -24.37% | 27.38%-51.7pp | 276.72%-301.1pp | 31.71%-56.1pp |
| Employer contribution / active EE | $30,872 | $3,217+859.6% | $4,646+564.5% | $2,471+1149.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $24,073 | $6,053+297.7% | $9,312+158.5% | $5,306+353.7% |