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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 | $27,682 | $78,694-64.8% | $67,652-59.1% | $125,389-77.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.38% | 9.46%-12.8pp | 6625.40%-6628.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,110 | $4,292-74.1% | $3,560-68.8% | $5,352-79.3% |
| Admin fee / account holder | $1,346 | $7,403-81.8% | $4,821-72.1% | $9,541-85.9% |