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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 | $27,334 | $166,131-83.5% | $164,975-83.4% | $145,877-81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -8.69% | 100.37%-109.1pp | 70.12%-78.8pp | 551.28%-560.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $314 | $6,962-95.5% | $6,033-94.8% | $6,691-95.3% |
| Admin fee / account holder | $10,528 | $16,648-36.8% | $12,688-17.0% | $13,402-21.4% |