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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 | $35,112 | $91,537-61.6% | $130,045-73.0% | $75,173-53.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 2.26% | -631.55%+633.8pp | -137.30%+139.6pp | 160.72%-158.5pp |
| Employer contribution / active EE | $8,753 | $2,845+207.7% | $4,321+102.6% | $2,671+227.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $867 | $6,780-87.2% | $10,600-91.8% | $5,651-84.7% |