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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 | $10,175 | $72,071-85.9% | $68,368-85.1% | $137,256-92.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | -12.11% | 353.14%-365.3pp | 292.57%-304.7pp | 220.34%-232.5pp |
| Employer contribution / active EE | $410 | $2,788-85.3% | $2,649-84.5% | $4,156-90.1% |
| Participant deferral / active EE | $581 | $4,410-86.8% | $4,123-85.9% | $6,407-90.9% |
| Admin fee / account holder | $9,677 | $5,336+81.4% | $5,150+87.9% | $12,270-21.1% |