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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 | $28,589 | $72,177-60.4% | $115,038-75.1% | $59,633-52.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -37.05% | 12.02%-49.1pp | 26.14%-63.2pp | 2041.45%-2078.5pp |
| Employer contribution / active EE | $3,472 | $2,841+22.2% | $4,608-24.6% | $2,203+57.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,276 | $4,927-53.8% | $8,175-72.2% | $4,297-47.0% |