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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 | $35,358 | $88,702-60.1% | $81,780-56.8% | $145,978-75.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -44.01% | 1029.12%-1073.1pp | 776.27%-820.3pp | 550.52%-594.5pp |
| Employer contribution / active EE | $1,604 | $3,084-48.0% | $2,914-45.0% | $4,662-65.6% |
| Participant deferral / active EE | $175 | $4,645-96.2% | $4,321-95.9% | $6,690-97.4% |
| Admin fee / account holder | $493 | $8,414-94.1% | $7,384-93.3% | $13,400-96.3% |