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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 | $62,160 | $121,656-48.9% | $104,614-40.6% | $158,950-60.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -7.61% | 465.51%-473.1pp | 340.56%-348.2pp | 302.91%-310.5pp |
| Employer contribution / active EE | $16,544 | $3,164+422.8% | $2,681+517.1% | $4,762+247.4% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $512 | $7,775-93.4% | $6,464-92.1% | $11,248-95.5% |