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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 | $84,069 | $185,856-54.8% | $170,028-50.6% | $139,456-39.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -37.89% | 60.52%-98.4pp | 53.39%-91.3pp | 373.45%-411.3pp |
| Employer contribution / active EE | $3,550 | $7,593-53.2% | $6,788-47.7% | $4,753-25.3% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,495 | $15,387-83.8% | $12,820-80.5% | $11,407-78.1% |