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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 | $85,472 | $102,638-16.7% | $81,991+4.2% | $158,966-46.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -21.74% | 61.05%-82.8pp | 41.31%-63.1pp | 302.95%-324.7pp |
| Employer contribution / active EE | $12,964 | $3,241+300.0% | $2,498+418.9% | $4,762+172.2% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,907 | $8,237-40.4% | $5,665-13.4% | $11,250-56.4% |