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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 | $56,180 | $102,422-45.1% | $147,117-61.8% | $80,959-30.6% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | -21.34% | 135.16%-156.5pp | 420.54%-441.9pp | 35.67%-57.0pp |
| Employer contribution / active EE | $7,830 | $3,717+110.6% | $4,932+58.7% | $2,757+184.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,949 | $7,953-75.5% | $12,993-85.0% | $6,925-71.9% |