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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 | $13,180 | $172,111-92.3% | $150,298-91.2% | $137,256-90.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -1.79% | 69.37%-71.2pp | 62.79%-64.6pp | 220.34%-222.1pp |
| Employer contribution / active EE | $940 | $4,636-79.7% | $4,154-77.4% | $4,156-77.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,382 | $16,471-85.5% | $14,116-83.1% | $12,270-80.6% |