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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 | $20,799 | $82,674-74.8% | $125,381-83.4% | $68,486-69.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.31% | -5.97%-15.3pp | 572.31%-593.6pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,213 | $3,382-64.1% | $4,815-74.8% | $2,597-53.3% |
| Participant deferral / active EE | $707 | $6,111-88.4% | $7,448-90.5% | $4,028-82.4% |
| Admin fee / account holder | $602 | $6,277-90.4% | $10,007-94.0% | $5,404-88.9% |