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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 | $31,410 | $102,429-69.3% | $147,096-78.6% | $80,925-61.2% |
| Participation rate | 90.5% | 75.9%+14.6pp | 82.2%+8.3pp | 67.7%+22.8pp |
| Annual return | -45.80% | 135.02%-180.8pp | 419.75%-465.6pp | 35.65%-81.5pp |
| Employer contribution / active EE | $4,647 | $3,716+25.1% | $4,936-5.9% | $2,756+68.6% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $966 | $7,957-87.9% | $13,005-92.6% | $6,940-86.1% |