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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 | $33,028 | $115,780-71.5% | $101,255-67.4% | $158,931-79.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | -17.82% | 56.14%-74.0pp | 46.48%-64.3pp | 302.86%-320.7pp |
| Employer contribution / active EE | $9,278 | $4,175+122.2% | $3,660+153.5% | $4,761+94.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,505 | $7,246-79.2% | $5,946-74.7% | $11,247-86.6% |