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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 | $43,355 | $100,938-57.0% | $90,461-52.1% | $158,982-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.35% | 1727.20%-1727.6pp | 1294.76%-1295.1pp | 302.99%-303.3pp |
| Employer contribution / active EE | $421 | $3,691-88.6% | $3,264-87.1% | $4,763-91.2% |
| Participant deferral / active EE | $337 | $4,350-92.3% | $3,964-91.5% | $5,983-94.4% |
| Admin fee / account holder | $8,677 | $6,510+33.3% | $5,617+54.5% | $11,252-22.9% |