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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 | $57,761 | $63,346-8.8% | $92,240-37.4% | $70,126-17.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -16.69% | 530.19%-546.9pp | 176.29%-193.0pp | 73.15%-89.8pp |
| Employer contribution / active EE | $16,033 | $2,471+548.8% | $3,680+335.7% | $2,343+584.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,344 | $3,841-39.0% | $5,194-54.9% | $4,645-49.5% |