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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 | $35,358 | $88,778-60.2% | $81,844-56.8% | $145,884-75.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -44.01% | 1033.03%-1077.0pp | 778.87%-822.9pp | 551.85%-595.9pp |
| Employer contribution / active EE | $1,604 | $3,087-48.0% | $2,916-45.0% | $4,662-65.6% |
| Participant deferral / active EE | $175 | $4,648-96.2% | $4,323-95.9% | $6,690-97.4% |
| Admin fee / account holder | $493 | $8,430-94.1% | $7,355-93.3% | $13,392-96.3% |