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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 | $38,440 | $133,998-71.3% | $112,263-65.8% | $134,545-71.4% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -48.59% | 47.17%-95.8pp | 27.49%-76.1pp | 418.37%-467.0pp |
| Employer contribution / active EE | $13,408 | $4,040+231.9% | $3,636+268.7% | $4,742+182.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,637 | $7,493-51.5% | $6,410-43.3% | $11,431-68.2% |