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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 | $33,125 | $60,128-44.9% | $90,440-63.4% | $79,852-58.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -13.91% | 71.95%-85.9pp | 1294.38%-1308.3pp | 31.72%-45.6pp |
| Employer contribution / active EE | $2,597 | $2,068+25.6% | $3,263-20.4% | $2,471+5.1% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $826 | $3,977-79.2% | $5,615-85.3% | $5,306-84.4% |