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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 | $56,314 | $107,368-47.6% | $92,915-39.4% | $152,909-63.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -2.75% | 145.64%-148.4pp | 109.45%-112.2pp | 345.46%-348.2pp |
| Employer contribution / active EE | $16,444 | $4,222+289.5% | $3,653+350.1% | $4,764+245.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,322 | $7,082-24.9% | $5,796-8.2% | $11,601-54.1% |