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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 | $34,983 | $108,882-67.9% | $96,754-63.8% | $154,746-77.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -0.71% | 98.39%-99.1pp | 82.04%-82.7pp | 172.34%-173.0pp |
| Employer contribution / active EE | $1,598 | $3,018-47.0% | $2,679-40.3% | $4,379-63.5% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,199 | $10,200-88.2% | $8,905-86.5% | $14,365-91.7% |