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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 | $44,430 | $82,630-46.2% | $64,105-30.7% | $125,389-64.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.77% | 1489.72%-1493.5pp | 791.24%-795.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,083 | $2,671-22.0% | $1,820+14.5% | $4,866-57.2% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $308 | $6,382-95.2% | $4,499-93.2% | $9,541-96.8% |