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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 | $27,648 | $56,200-50.8% | $67,653-59.1% | $59,633-53.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.36% | 18506.71%-18509.1pp | 6625.22%-6627.6pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $466 | $2,843-83.6% | $3,560-86.9% | $3,192-85.4% |
| Admin fee / account holder | $1,483 | $3,959-62.5% | $4,821-69.2% | $4,297-65.5% |