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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 | $15,794 | $57,330-72.5% | $86,656-81.8% | $75,177-79.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -2.10% | 2675.40%-2677.5pp | 593.09%-595.2pp | 160.75%-162.9pp |
| Employer contribution / active EE | $328 | $2,316-85.9% | $3,025-89.2% | $2,671-87.7% |
| Participant deferral / active EE | $633 | $3,320-80.9% | $4,439-85.7% | $4,126-84.7% |
| Admin fee / account holder | $4,883 | $4,115+18.7% | $5,619-13.1% | $5,651-13.6% |