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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 | $44,143 | $95,979-54.0% | $74,551-40.8% | $135,380-67.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -28.53% | 56.97%-85.5pp | 32.53%-61.1pp | 519.81%-548.3pp |
| Employer contribution / active EE | $11,083 | $2,716+308.0% | $1,961+465.2% | $4,779+131.9% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,771 | $6,522-26.8% | $5,059-5.7% | $10,828-55.9% |