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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 | $33,824 | $115,814-70.8% | $101,275-66.6% | $158,982-78.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -46.52% | 56.16%-102.7pp | 46.48%-93.0pp | 302.99%-349.5pp |
| Employer contribution / active EE | $15,647 | $4,176+274.7% | $3,660+327.5% | $4,763+228.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,820 | $7,249-61.1% | $5,948-52.6% | $11,252-74.9% |