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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 | $12,453 | $104,106-88.0% | $71,086-82.5% | $135,379-90.8% |
| Participation rate | 83.3% | 65.7%+17.7pp | 54.7%+28.7pp | 82.6%+0.7pp |
| Annual return | -12.65% | 1256.30%-1268.9pp | 650.59%-663.2pp | 519.79%-532.4pp |
| Employer contribution / active EE | $6,667 | $1,485+349.0% | $1,088+512.9% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $307 | $4,142-92.6% | $3,082-90.1% | $10,828-97.2% |