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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 | $24,480 | $92,743-73.6% | $82,744-70.4% | $134,532-81.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.99% | 946.63%-972.6pp | 702.22%-728.2pp | 418.27%-444.3pp |
| Employer contribution / active EE | $603 | $3,273-81.6% | $3,008-80.0% | $4,741-87.3% |
| Participant deferral / active EE | $603 | $4,802-87.4% | $4,395-86.3% | $6,401-90.6% |
| Admin fee / account holder | $1,032 | $5,977-82.7% | $5,325-80.6% | $11,429-91.0% |