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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 | $40,712 | $106,280-61.7% | $96,538-57.8% | $139,487-70.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -39.36% | 38.48%-77.8pp | 35.74%-75.1pp | 373.84%-413.2pp |
| Employer contribution / active EE | $20,178 | $4,107+391.3% | $3,740+439.5% | $4,755+324.4% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,105 | $7,888-60.6% | $6,737-53.9% | $11,407-72.8% |