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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 | $102,422-47.1% | $147,117-63.2% | $80,959-33.1% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | -26.15% | 135.16%-161.3pp | 420.54%-446.7pp | 35.67%-61.8pp |
| Employer contribution / active EE | $2,421 | $3,717-34.9% | $4,932-50.9% | $2,757-12.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,806 | $7,953-77.3% | $12,993-86.1% | $6,925-73.9% |