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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 | $41,630 | $160,028-74.0% | $147,080-71.7% | $145,884-71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -67.30% | 98.60%-165.9pp | 420.17%-487.5pp | 551.85%-619.1pp |
| Employer contribution / active EE | $2,697 | $5,286-49.0% | $4,933-45.3% | $4,662-42.2% |
| Participant deferral / active EE | $498 | $8,422-94.1% | $8,066-93.8% | $6,690-92.6% |
| Admin fee / account holder | $132,616 | $15,030+782.3% | $12,989+921.0% | $13,392+890.3% |