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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 | $16,965 | $138,102-87.7% | $125,381-86.5% | $134,532-87.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.00% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,562 | $5,245-70.2% | $4,815-67.6% | $4,741-67.1% |
| Participant deferral / active EE | $2,441 | $7,801-68.7% | $7,448-67.2% | $6,401-61.9% |
| Admin fee / account holder | $720 | $11,568-93.8% | $10,007-92.8% | $11,429-93.7% |