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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 | $70,604 | $92,707-23.8% | $82,726-14.7% | $134,493-47.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -34.69% | 945.12%-979.8pp | 701.33%-736.0pp | 418.01%-452.7pp |
| Employer contribution / active EE | $14,974 | $3,274+357.4% | $3,009+397.6% | $4,740+215.9% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $513 | $5,980-91.4% | $5,328-90.4% | $11,425-95.5% |