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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 | $86,234 | $176,688-51.2% | $130,660-34.0% | $152,897-43.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | -29.53% | 2693.08%-2722.6pp | 1709.29%-1738.8pp | 345.43%-375.0pp |
| Employer contribution / active EE | $2,602 | $5,743-54.7% | $4,092-36.4% | $4,764-45.4% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $100,000 | $7,131+1302.3% | $5,463+1730.4% | $11,599+762.1% |