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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 | $18,743 | $106,008-82.3% | $92,240-79.7% | $147,586-87.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -0.07% | 50.05%-50.1pp | 176.29%-176.4pp | 578.59%-578.7pp |
| Employer contribution / active EE | $6,667 | $4,333+53.8% | $3,680+81.2% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,691 | $6,333+37.2% | $5,194+67.3% | $10,886-20.2% |