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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 | $85,179 | $109,905-22.5% | $98,506-13.5% | $167,553-49.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -14.78% | 1960.20%-1975.0pp | 1494.92%-1509.7pp | 478.89%-493.7pp |
| Employer contribution / active EE | $14,939 | $3,226+363.1% | $2,961+404.5% | $4,840+208.7% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,222 | $6,760-37.5% | $5,955-29.1% | $12,316-65.7% |