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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 | $13,079 | $45,152-71.0% | $73,845-82.3% | $59,632-78.1% |
| Participation rate | 75.0% | 64.0%+11.0pp | 73.4%+1.6pp | 68.7%+6.3pp |
| Annual return | -14.77% | 27.40%-42.2pp | 2267.91%-2282.7pp | 2041.32%-2056.1pp |
| Employer contribution / active EE | $221 | $1,902-88.4% | $2,788-92.1% | $2,203-90.0% |
| Participant deferral / active EE | $567 | $2,574-78.0% | $3,583-84.2% | $3,192-82.2% |
| Admin fee / account holder | $2,864 | $3,516-18.5% | $4,881-41.3% | $4,297-33.3% |