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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 | $22,386 | $138,114-83.8% | $125,391-82.1% | $134,545-83.4% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -60.42% | 750.88%-811.3pp | 572.41%-632.8pp | 418.37%-478.8pp |
| Employer contribution / active EE | $11,773 | $5,246+124.4% | $4,816+144.5% | $4,742+148.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,655 | $11,570-59.8% | $10,009-53.5% | $11,431-59.3% |