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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 | $38,353 | $91,525-58.1% | $130,026-70.5% | $75,181-49.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -8.38% | -631.40%+623.0pp | -137.26%+128.9pp | 160.69%-169.1pp |
| Employer contribution / active EE | $2,505 | $2,844-11.9% | $4,321-42.0% | $2,671-6.2% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $39,766 | $6,778+486.7% | $10,608+274.9% | $5,650+603.8% |