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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 | $7,244 | $69,118-89.5% | $53,647-86.5% | $138,895-94.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | -35.25% | 248.26%-283.5pp | 358.33%-393.6pp | 145.39%-180.6pp |
| Employer contribution / active EE | $50 | $1,189-95.8% | $962-94.8% | $4,194-98.8% |
| Participant deferral / active EE | $58 | $2,274-97.5% | $1,813-96.8% | $6,396-99.1% |
| Admin fee / account holder | $7,079 | $2,724+159.9% | $2,460+187.8% | $12,562-43.6% |