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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 | $86,282 | $180,749-52.3% | $160,784-46.3% | $137,256-37.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | -10.66% | 2234.46%-2245.1pp | 1803.92%-1814.6pp | 220.34%-231.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $300 | $6,844-95.6% | $6,293-95.2% | $6,407-95.3% |
| Admin fee / account holder | $10,258 | $10,397-1.3% | $9,717+5.6% | $12,270-16.4% |