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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 | $76,878 | $162,529-52.7% | $130,788-41.2% | $154,746-50.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -27.58% | 510.48%-538.1pp | 386.44%-414.0pp | 172.34%-199.9pp |
| Employer contribution / active EE | $37 | $4,447-99.2% | $3,558-99.0% | $4,379-99.2% |
| Participant deferral / active EE | $46 | $4,808-99.0% | $4,137-98.9% | $6,730-99.3% |
| Admin fee / account holder | $5,020 | $7,669-34.5% | $6,673-24.8% | $14,365-65.1% |