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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 | $29,139 | $138,102-78.9% | $125,381-76.8% | $134,532-78.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.61% | 750.73%-777.3pp | 572.31%-598.9pp | 418.27%-444.9pp |
| Employer contribution / active EE | $3,454 | $5,245-34.1% | $4,815-28.3% | $4,741-27.1% |
| Participant deferral / active EE | $1,161 | $7,801-85.1% | $7,448-84.4% | $6,401-81.9% |
| Admin fee / account holder | $70,202 | $11,568+506.9% | $10,007+601.5% | $11,429+514.3% |