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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 | $18,575 | $160,040-88.4% | $147,096-87.4% | $145,877-87.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -0.76% | 98.49%-99.3pp | 419.75%-420.5pp | 551.28%-552.0pp |
| Employer contribution / active EE | $1,700 | $5,289-67.9% | $4,936-65.6% | $4,663-63.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $361 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |