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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 | $18,433 | $75,962-75.7% | $154,108-88.0% | $64,173-71.3% |
| Participation rate | 94.3% | 70.4%+23.9pp | 83.0%+11.2pp | 69.6%+24.7pp |
| Annual return | -8.01% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $974 | $3,350-70.9% | $5,298-81.6% | $2,381-59.1% |
| Participant deferral / active EE | $700 | $3,175-78.0% | $5,081-86.2% | $3,470-79.8% |
| Admin fee / account holder | $560 | $5,589-90.0% | $13,411-95.8% | $4,887-88.6% |