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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 | $36,792 | $44,850-18.0% | $60,547-39.2% | $59,633-38.3% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -3.73% | 1074.14%-1077.9pp | 335.64%-339.4pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $10,055 | $1,462+587.9% | $2,419+315.6% | $2,203+356.5% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,387 | $3,635+158.2% | $4,536+106.9% | $4,297+118.4% |