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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 | $69,070 | $112,131-38.4% | $95,964-28.0% | $158,982-56.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -0.51% | 171.19%-171.7pp | 91.64%-92.2pp | 302.99%-303.5pp |
| Employer contribution / active EE | $2,241 | $3,199-30.0% | $2,541-11.8% | $4,763-53.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $50,383 | $10,136+397.1% | $6,797+641.2% | $11,252+347.8% |