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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 | $30,318 | $85,766-64.7% | $136,298-77.8% | $70,126-56.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -4.48% | 31.46%-35.9pp | 5156.27%-5160.7pp | 73.15%-77.6pp |
| Employer contribution / active EE | $5,756 | $2,966+94.1% | $4,696+22.6% | $2,343+145.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,474 | $5,421-72.8% | $9,244-84.1% | $4,645-68.3% |