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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 | $7,988 | $55,889-85.7% | $76,119-89.5% | $80,935-90.1% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -0.66% | 20.58%-21.2pp | 361.25%-361.9pp | 35.66%-36.3pp |
| Employer contribution / active EE | $420 | $1,866-77.5% | $2,693-84.4% | $2,757-84.8% |
| Participant deferral / active EE | $997 | $3,051-67.3% | $4,259-76.6% | $4,299-76.8% |
| Admin fee / account holder | $10,593 | $5,241+102.1% | $6,421+65.0% | $6,924+53.0% |