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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 | $24,451 | $57,305-57.3% | $86,640-71.8% | $75,173-67.5% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | -49.82% | 2674.24%-2724.1pp | 592.52%-642.3pp | 160.72%-210.5pp |
| Employer contribution / active EE | $11,306 | $2,316+388.1% | $3,024+273.8% | $2,671+323.3% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,964 | $4,116-52.3% | $5,616-65.0% | $5,651-65.2% |