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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 | $34,429 | $138,102-75.1% | $125,381-72.5% | $134,532-74.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.19% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,321 | $5,245-74.8% | $4,815-72.6% | $4,741-72.1% |
| Participant deferral / active EE | $1,590 | $7,801-79.6% | $7,448-78.7% | $6,401-75.2% |
| Admin fee / account holder | $301 | $11,568-97.4% | $10,007-97.0% | $11,429-97.4% |