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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 | $102,382-45.1% | $147,005-61.8% | $80,874-30.5% |
| Participation rate | 96.3% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | -21.34% | 134.89%-156.2pp | 418.76%-440.1pp | 35.62%-57.0pp |
| Employer contribution / active EE | $7,830 | $3,715+110.8% | $4,934+58.7% | $2,756+184.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,949 | $7,942-75.5% | $13,006-85.0% | $6,935-71.9% |