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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 | $30,108 | $168,636-82.1% | $147,618-79.6% | $125,388-76.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.72% | 77.65%-85.4pp | 61.98%-69.7pp | 282.24%-290.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $436 | $5,507-92.1% | $4,895-91.1% | $5,352-91.9% |
| Admin fee / account holder | $1,780 | $13,580-86.9% | $11,612-84.7% | $9,541-81.3% |