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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 | $12,251 | $49,896-75.4% | $80,627-84.8% | $75,173-83.7% |
| Participation rate | 97.7% | 55.3%+42.4pp | 67.0%+30.7pp | 67.2%+30.5pp |
| Annual return | -77.05% | 34.67%-111.7pp | 936.76%-1013.8pp | 160.72%-237.8pp |
| Employer contribution / active EE | $8,893 | $1,699+423.5% | $2,723+226.6% | $2,671+232.9% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,129 | $3,578-68.4% | $5,381-79.0% | $5,651-80.0% |