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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 | $61,473 | $27,936+120.0% | $58,561+5.0% | $75,173-18.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | -7.46% | 44.21%-51.7pp | 4251.33%-4258.8pp | 160.72%-168.2pp |
| Employer contribution / active EE | $1,563 | $670+133.4% | $1,053+48.3% | $2,671-41.5% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,835 | $1,727+122.1% | $2,520+52.2% | $5,651-32.1% |