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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 | $64,471 | $154,159-58.2% | $130,026-50.4% | $139,456-53.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -4.16% | 32.50%-36.7pp | -137.26%+133.1pp | 373.45%-377.6pp |
| Employer contribution / active EE | $8,571 | $5,292+62.0% | $4,321+98.4% | $4,753+80.3% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $570 | $14,001-95.9% | $10,608-94.6% | $11,407-95.0% |