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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 | $92,766-23.9% | $82,763-14.7% | $134,545-47.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -34.69% | 946.97%-981.7pp | 702.45%-737.1pp | 418.37%-453.1pp |
| Employer contribution / active EE | $14,974 | $3,273+357.5% | $3,008+397.7% | $4,742+215.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $513 | $5,978-91.4% | $5,325-90.4% | $11,431-95.5% |