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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 | $23,880 | $138,102-82.7% | $125,381-81.0% | $134,532-82.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -88.32% | 750.73%-839.0pp | 572.31%-660.6pp | 418.27%-506.6pp |
| Employer contribution / active EE | $40,722 | $5,245+676.3% | $4,815+745.7% | $4,741+758.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,139 | $11,568-64.2% | $10,007-58.6% | $11,429-63.8% |