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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 | $102,429-47.2% | $147,096-63.2% | $80,925-33.1% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | -26.15% | 135.02%-161.2pp | 419.75%-445.9pp | 35.65%-61.8pp |
| Employer contribution / active EE | $2,421 | $3,716-34.8% | $4,936-50.9% | $2,756-12.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,806 | $7,957-77.3% | $13,005-86.1% | $6,940-74.0% |