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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 | $19,195 | $75,832-74.7% | $147,617-87.0% | $59,633-67.8% |
| Participation rate | 97.8% | 71.6%+26.3pp | 84.6%+13.2pp | 68.7%+29.2pp |
| Annual return | -59.08% | 0.37%-59.4pp | 61.98%-121.1pp | 2041.45%-2100.5pp |
| Employer contribution / active EE | $10,271 | $3,485+194.7% | $5,564+84.6% | $2,203+366.3% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,275 | $5,986-62.0% | $11,612-80.4% | $4,297-47.1% |