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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 | $20,796 | $97,732-78.7% | $83,831-75.2% | $135,380-84.6% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -13.09% | 1287.56%-1300.6pp | 850.99%-864.1pp | 519.81%-532.9pp |
| Employer contribution / active EE | $5,952 | $4,222+41.0% | $3,631+63.9% | $4,779+24.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,028 | $6,675-84.6% | $5,479-81.2% | $10,828-90.5% |