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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 | $54,724 | $100,938-45.8% | $90,461-39.5% | $158,982-65.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -7.11% | 1727.20%-1734.3pp | 1294.76%-1301.9pp | 302.99%-310.1pp |
| Employer contribution / active EE | $6,255 | $3,691+69.4% | $3,264+91.6% | $4,763+31.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,852 | $6,510-71.6% | $5,617-67.0% | $11,252-83.5% |