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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 | $129,737-68.3% | $119,126-65.4% | $154,746-73.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -20.92% | 379.08%-400.0pp | 282.11%-303.0pp | 172.34%-193.3pp |
| Employer contribution / active EE | $8,895 | $4,375+103.3% | $4,034+120.5% | $4,379+103.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $818 | $11,961-93.2% | $10,693-92.3% | $14,365-94.3% |