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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 | $12,987 | $65,440-80.2% | $98,506-86.8% | $85,851-84.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | -29.58% | 21.75%-51.3pp | 1494.92%-1524.5pp | 318.63%-348.2pp |
| Employer contribution / active EE | $8,522 | $2,169+292.9% | $2,961+187.8% | $2,565+232.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,835 | $4,596-60.1% | $5,955-69.2% | $6,261-70.7% |