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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 | $31,719 | $183,516-82.7% | $155,534-79.6% | $145,884-78.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -17.60% | 61.43%-79.0pp | 64.92%-82.5pp | 551.85%-569.4pp |
| Employer contribution / active EE | $18,383 | $5,315+245.9% | $4,675+293.2% | $4,662+294.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,250 | $19,293-93.5% | $15,900-92.1% | $13,392-90.7% |