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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 | $36,201 | $99,079-63.5% | $78,002-53.6% | $273,972-86.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -3.50% | 217.93%-221.4pp | 425.99%-429.5pp | 41.46%-45.0pp |
| Employer contribution / active EE | $3,750 | $3,308+13.4% | $2,470+51.8% | $4,869-23.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $310 | $8,954-96.5% | $5,481-94.3% | $10,133-96.9% |