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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 | $12,588 | $45,152-72.1% | $73,835-83.0% | $59,633-78.9% |
| Participation rate | 98.8% | 64.0%+34.8pp | 73.4%+25.4pp | 68.7%+30.1pp |
| Annual return | -3.39% | 27.40%-30.8pp | 2268.13%-2271.5pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $1,289 | $1,901-32.2% | $2,788-53.7% | $2,203-41.5% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,747 | $3,515-50.3% | $4,880-64.2% | $4,297-59.3% |