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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 | $26,830 | $96,691-72.3% | $86,656-69.0% | $139,487-80.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -0.42% | 106.87%-107.3pp | 593.09%-593.5pp | 373.84%-374.3pp |
| Employer contribution / active EE | $6,011 | $3,267+84.0% | $3,025+98.7% | $4,755+26.4% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $100,955 | $6,414+1473.9% | $5,619+1696.8% | $11,407+785.0% |