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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 | $27,318 | $117,829-76.8% | $102,423-73.3% | $145,877-81.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -67.29% | 31.83%-99.1pp | 29.42%-96.7pp | 551.28%-618.6pp |
| Employer contribution / active EE | $2,721 | $3,615-24.7% | $3,023-10.0% | $4,663-41.7% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $752 | $13,335-94.4% | $9,455-92.0% | $13,402-94.4% |