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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 | $54,130 | $102,382-47.1% | $147,005-63.2% | $80,874-33.1% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | -26.15% | 134.89%-161.0pp | 418.76%-444.9pp | 35.62%-61.8pp |
| Employer contribution / active EE | $2,421 | $3,715-34.8% | $4,934-50.9% | $2,756-12.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,806 | $7,942-77.3% | $13,006-86.1% | $6,935-74.0% |