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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 | $107,542 | $176,402-39.0% | $134,162-19.8% | $158,982-32.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -8.94% | 63.66%-72.6pp | 36.35%-45.3pp | 302.99%-311.9pp |
| Employer contribution / active EE | $36,889 | $5,042+631.6% | $3,705+895.7% | $4,763+674.5% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,127 | $8,719-41.2% | $6,685-23.3% | $11,252-54.4% |