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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 | $27,712 | $102,422-72.9% | $147,117-81.2% | $80,959-65.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -8.67% | 135.16%-143.8pp | 420.54%-429.2pp | 35.67%-44.3pp |
| Employer contribution / active EE | $4,420 | $3,717+18.9% | $4,932-10.4% | $2,757+60.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,781 | $7,953-65.0% | $12,993-78.6% | $6,925-59.8% |