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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 | $92,785 | $104,544-11.2% | $76,657+21.0% | $152,897-39.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | -9.65% | 1014.36%-1024.0pp | 1166.74%-1176.4pp | 345.43%-355.1pp |
| Employer contribution / active EE | $10,637 | $3,118+241.2% | $2,303+362.0% | $4,764+123.3% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,898 | $12,286+62.0% | $6,423+209.8% | $11,599+71.5% |