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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 | $102,429-45.2% | $147,096-61.8% | $80,925-30.6% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | -21.34% | 135.02%-156.4pp | 419.75%-441.1pp | 35.65%-57.0pp |
| Employer contribution / active EE | $7,830 | $3,716+110.7% | $4,936+58.6% | $2,756+184.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,949 | $7,957-75.5% | $13,005-85.0% | $6,940-71.9% |