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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 | $15,859 | $47,944-66.9% | $67,834-76.6% | $62,881-74.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | -0.69% | 11.77%-12.5pp | 138.47%-139.2pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,793 | $1,562+14.8% | $2,403-25.4% | $2,281-21.4% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $612 | $3,712-83.5% | $4,622-86.8% | $4,296-85.7% |