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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 | $23,883 | $54,355-56.1% | $82,744-71.1% | $68,486-65.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -56.19% | -13.67%-42.5pp | 702.22%-758.4pp | -7.85%-48.3pp |
| Employer contribution / active EE | $15,928 | $2,219+617.9% | $3,008+429.5% | $2,597+513.4% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,615 | $4,397-63.3% | $5,325-69.7% | $5,404-70.1% |