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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 | $14,450 | $84,684-82.9% | $73,835-80.4% | $125,388-88.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -19.78% | 3123.93%-3143.7pp | 2268.13%-2287.9pp | 282.24%-302.0pp |
| Employer contribution / active EE | $10,402 | $3,123+233.0% | $2,788+273.2% | $4,866+113.8% |
| Participant deferral / active EE | $172 | $3,993-95.7% | $3,583-95.2% | $5,352-96.8% |
| Admin fee / account holder | $678 | $5,691-88.1% | $4,880-86.1% | $9,541-92.9% |