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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 | $30,475 | $105,929-71.2% | $81,716-62.7% | $158,966-80.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -16.60% | 38.19%-54.8pp | 29.49%-46.1pp | 302.95%-319.5pp |
| Employer contribution / active EE | $6,513 | $7,802-16.5% | $4,310+51.1% | $4,762+36.8% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $448 | $8,492-94.7% | $5,159-91.3% | $11,250-96.0% |