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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 | $24,322 | $93,617-74.0% | $135,982-82.1% | $75,177-67.6% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | -74.93% | 30.89%-105.8pp | 68.32%-143.3pp | 160.75%-235.7pp |
| Employer contribution / active EE | $18,151 | $3,538+413.0% | $4,859+273.5% | $2,671+579.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $958 | $6,980-86.3% | $10,767-91.1% | $5,651-83.0% |