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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 | $18,097 | $107,368-83.1% | $92,915-80.5% | $152,909-88.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -5.10% | 145.64%-150.7pp | 109.45%-114.5pp | 345.46%-350.6pp |
| Employer contribution / active EE | $969 | $4,222-77.1% | $3,653-73.5% | $4,764-79.7% |
| Participant deferral / active EE | $969 | $4,848-80.0% | $4,238-77.1% | $5,851-83.4% |
| Admin fee / account holder | $402 | $7,082-94.3% | $5,796-93.1% | $11,601-96.5% |