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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 | $23,474 | $97,732-76.0% | $83,831-72.0% | $135,380-82.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -27.96% | 1287.56%-1315.5pp | 850.99%-878.9pp | 519.81%-547.8pp |
| Employer contribution / active EE | $15,838 | $4,222+275.1% | $3,631+336.2% | $4,779+231.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,389 | $6,675-19.3% | $5,479-1.6% | $10,828-50.2% |