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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 | $60,919 | $107,030-43.1% | $73,550-17.2% | $147,586-58.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | -39.73% | 38.25%-78.0pp | -15.16%-24.6pp | 578.59%-618.3pp |
| Employer contribution / active EE | $12,571 | $1,760+614.1% | $1,219+931.1% | $4,876+157.8% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $838 | $3,055-72.6% | $2,320-63.9% | $10,886-92.3% |