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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 | $11,999 | $97,125-87.6% | $86,233-86.1% | $137,256-91.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | -0.82% | 74.19%-75.0pp | 61.39%-62.2pp | 220.34%-221.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $372 | $5,180-92.8% | $4,559-91.8% | $6,407-94.2% |
| Admin fee / account holder | $1,815 | $9,725-81.3% | $8,342-78.2% | $12,270-85.2% |