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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 | $27,434 | $59,111-53.6% | $86,451-68.3% | $68,490-59.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.81% | -0.22%-22.6pp | 4398.51%-4421.3pp | -7.85%-15.0pp |
| Employer contribution / active EE | $1,309 | $2,519-48.0% | $3,770-65.3% | $2,597-49.6% |
| Participant deferral / active EE | $1,126 | $5,900-80.9% | $6,953-83.8% | $4,028-72.0% |
| Admin fee / account holder | $2,111 | $5,640-62.6% | $6,734-68.7% | $5,403-60.9% |