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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 | $8,020 | $30,732-73.9% | $59,496-86.5% | $59,633-86.6% |
| Participation rate | 90.4% | 43.2%+47.2pp | 54.6%+35.9pp | 68.7%+21.7pp |
| Annual return | -4.53% | 4.47%-9.0pp | 182.05%-186.6pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $685 | $631+8.6% | $1,153-40.6% | $2,203-68.9% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $628 | $2,136-70.6% | $2,232-71.9% | $4,297-85.4% |