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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 | $68,310 | $114,047-40.1% | $96,144-28.9% | $167,497-59.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -55.64% | 189.89%-245.5pp | 191.96%-247.6pp | 478.62%-534.3pp |
| Employer contribution / active EE | $28,302 | $3,427+725.8% | $2,797+911.9% | $4,838+485.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $11,981 | $6,897+73.7% | $5,537+116.4% | $12,310-2.7% |