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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 | $27,220 | $202,440-86.6% | $169,390-83.9% | $139,466-80.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -61.08% | 532.36%-593.4pp | 406.07%-467.2pp | 373.66%-434.7pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $75 | $6,940-98.9% | $6,222-98.8% | $6,712-98.9% |
| Admin fee / account holder | $42,607 | $10,722+297.4% | $9,015+372.6% | $11,409+273.5% |