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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 | $34,851 | $45,152-22.8% | $73,836-52.8% | $59,633-41.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -4.71% | 27.40%-32.1pp | 2268.06%-2272.8pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $3,161 | $1,901+66.2% | $2,787+13.4% | $2,203+43.5% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,455 | $3,515-58.6% | $4,882-70.2% | $4,297-66.1% |