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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 | $14,861 | $100,868-85.3% | $90,414-83.6% | $158,931-90.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | -1.49% | 1724.58%-1726.1pp | 1293.19%-1294.7pp | 302.86%-304.4pp |
| Employer contribution / active EE | $2,213 | $3,689-40.0% | $3,262-32.2% | $4,761-53.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $873 | $6,502-86.6% | $5,611-84.4% | $11,247-92.2% |