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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 | $10,019 | $92,766-89.2% | $82,763-87.9% | $134,545-92.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.42% | 946.97%-970.4pp | 702.45%-725.9pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,097 | $3,273-66.5% | $3,008-63.5% | $4,742-76.9% |
| Participant deferral / active EE | $780 | $4,802-83.8% | $4,395-82.3% | $6,401-87.8% |
| Admin fee / account holder | $672 | $5,978-88.8% | $5,325-87.4% | $11,431-94.1% |