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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 | $22,533 | $100,938-77.7% | $90,461-75.1% | $158,982-85.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -0.08% | 1727.20%-1727.3pp | 1294.76%-1294.8pp | 302.99%-303.1pp |
| Employer contribution / active EE | $313 | $3,691-91.5% | $3,264-90.4% | $4,763-93.4% |
| Participant deferral / active EE | $96 | $4,350-97.8% | $3,964-97.6% | $5,983-98.4% |
| Admin fee / account holder | $3,576 | $6,510-45.1% | $5,617-36.3% | $11,252-68.2% |