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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 | $15,847 | $48,274-67.2% | $63,517-75.1% | $59,632-73.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -3.83% | -240.79%+237.0pp | -70.30%+66.5pp | 2041.32%-2045.2pp |
| Employer contribution / active EE | $2,097 | $1,586+32.2% | $2,322-9.7% | $2,203-4.8% |
| Participant deferral / active EE | $128 | $2,343-94.5% | $2,953-95.7% | $3,192-96.0% |
| Admin fee / account holder | $1,331 | $3,600-63.0% | $5,892-77.4% | $4,297-69.0% |