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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 | $91,729 | $150,442-39.0% | $136,295-32.7% | $147,585-37.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -3.38% | 1049.09%-1052.5pp | 5155.97%-5159.4pp | 578.56%-581.9pp |
| Employer contribution / active EE | $20,406 | $5,256+288.2% | $4,695+334.6% | $4,876+318.5% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,807 | $10,905-74.3% | $9,243-69.6% | $10,885-74.2% |