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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 | $34,602 | $138,102-74.9% | $125,381-72.4% | $134,532-74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.83% | 750.73%-771.6pp | 572.31%-593.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $6,400 | $5,245+22.0% | $4,815+32.9% | $4,741+35.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,583 | $11,568-69.0% | $10,007-64.2% | $11,429-68.6% |