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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 | $33,199 | $77,817-57.3% | $123,553-73.1% | $64,173-48.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.31% | 12.49%-20.8pp | 119.21%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,455 | $3,014-51.7% | $4,628-68.6% | $2,381-38.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $569 | $5,519-89.7% | $9,284-93.9% | $4,887-88.4% |