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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 | $10,553 | $92,743-88.6% | $82,744-87.2% | $134,532-92.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.55% | 946.63%-971.2pp | 702.22%-726.8pp | 418.27%-442.8pp |
| Employer contribution / active EE | $3,080 | $3,273-5.9% | $3,008+2.4% | $4,741-35.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $862 | $5,977-85.6% | $5,325-83.8% | $11,429-92.5% |