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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 | $15,212 | $90,486-83.2% | $78,676-80.7% | $273,972-94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.95% | 75.62%-80.6pp | 62.19%-67.1pp | 41.46%-46.4pp |
| Employer contribution / active EE | $1,337 | $3,175-57.9% | $2,850-53.1% | $4,869-72.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $34,447 | $5,263+554.5% | $4,510+663.8% | $10,133+240.0% |