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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 | $62,160 | $121,701-48.9% | $104,639-40.6% | $158,982-60.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -7.61% | 465.72%-473.3pp | 340.67%-348.3pp | 302.99%-310.6pp |
| Employer contribution / active EE | $16,544 | $3,165+422.7% | $2,682+516.9% | $4,763+247.4% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $512 | $7,778-93.4% | $6,465-92.1% | $11,252-95.5% |