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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 | $21,157 | $97,729-78.4% | $83,830-74.8% | $135,379-84.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.40% | 1287.52%-1298.9pp | 850.97%-862.4pp | 519.79%-531.2pp |
| Employer contribution / active EE | $9,693 | $4,222+129.6% | $3,631+166.9% | $4,779+102.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $949 | $6,674-85.8% | $5,479-82.7% | $10,828-91.2% |