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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 | $17,687 | $84,464-79.1% | $61,399-71.2% | $134,509-86.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -25.70% | 585.06%-610.8pp | 338.81%-364.5pp | 418.13%-443.8pp |
| Employer contribution / active EE | $3,055 | $1,545+97.8% | $1,159+163.5% | $4,741-35.6% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $821 | $2,587-68.3% | $2,131-61.5% | $11,427-92.8% |