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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 | $41,673 | $90,606-54.0% | $79,466-47.6% | $135,379-69.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.42% | 977.69%-991.1pp | 718.28%-731.7pp | 519.79%-533.2pp |
| Employer contribution / active EE | $463 | $3,068-84.9% | $2,800-83.5% | $4,779-90.3% |
| Participant deferral / active EE | $523 | $4,050-87.1% | $3,704-85.9% | $5,609-90.7% |
| Admin fee / account holder | $477 | $5,895-91.9% | $5,104-90.7% | $10,828-95.6% |