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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 | $31,904 | $77,817-59.0% | $123,553-74.2% | $64,173-50.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -43.43% | 12.49%-55.9pp | 119.21%-162.6pp | 7.63%-51.1pp |
| Employer contribution / active EE | $14,659 | $3,014+386.4% | $4,628+216.7% | $2,381+515.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,468 | $5,519-19.0% | $9,284-51.9% | $4,887-8.6% |