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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 | $0 | $90,486-100.0% | $78,676-100.0% | $273,972-100.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -104.36% | 75.62%-180.0pp | 62.19%-166.5pp | 41.46%-145.8pp |
| Employer contribution / active EE | $2,492 | $3,175-21.5% | $2,850-12.6% | $4,869-48.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $400 | $5,263-92.4% | $4,510-91.1% | $10,133-96.1% |