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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 | $41,184 | $111,535-63.1% | $105,223-60.9% | $137,256-70.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -20.92% | 237.85%-258.8pp | 180.65%-201.6pp | 220.34%-241.3pp |
| Employer contribution / active EE | $8,895 | $3,939+125.8% | $3,689+141.2% | $4,156+114.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $818 | $9,721-91.6% | $8,859-90.8% | $12,270-93.3% |