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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 | $40,347 | $138,078-70.8% | $125,363-67.8% | $134,509-70.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.93% | 750.49%-774.4pp | 572.15%-596.1pp | 418.13%-442.1pp |
| Employer contribution / active EE | $4,597 | $5,245-12.3% | $4,815-4.5% | $4,741-3.0% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $528 | $11,566-95.4% | $10,005-94.7% | $11,427-95.4% |