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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 | $45,760 | $118,695-61.4% | $98,916-53.7% | $158,950-71.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -53.02% | 372.39%-425.4pp | 196.45%-249.5pp | 302.91%-355.9pp |
| Employer contribution / active EE | $8,656 | $3,333+159.7% | $2,689+221.9% | $4,762+81.8% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,119 | $10,132-69.2% | $6,642-53.0% | $11,248-72.3% |