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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 | $44,966 | $82,630-45.6% | $64,105-29.9% | $125,389-64.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -6.14% | 1489.72%-1495.9pp | 791.24%-797.4pp | 282.24%-288.4pp |
| Employer contribution / active EE | $3,214 | $2,671+20.3% | $1,820+76.6% | $4,866-34.0% |
| Participant deferral / active EE | $519 | $3,608-85.6% | $2,822-81.6% | $5,352-90.3% |
| Admin fee / account holder | $511 | $6,382-92.0% | $4,499-88.6% | $9,541-94.6% |