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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 | $64,971 | $84,685-23.3% | $73,836-12.0% | $125,389-48.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.91% | 3123.80%-3128.7pp | 2268.06%-2273.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $1,451 | $3,123-53.5% | $2,787-47.9% | $4,866-70.2% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,192 | $5,694-43.9% | $4,882-34.6% | $9,541-66.5% |