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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 | $23,358 | $76,522-69.5% | $56,033-58.3% | $145,884-84.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -1.85% | 3014.28%-3016.1pp | 1711.38%-1713.2pp | 551.85%-553.7pp |
| Employer contribution / active EE | $5,000 | $1,382+261.7% | $1,041+380.4% | $4,662+7.2% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $883 | $3,328-73.5% | $2,827-68.8% | $13,392-93.4% |