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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 | $13,298 | $27,943-52.4% | $58,507-77.3% | $75,177-82.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 9.96% | 44.22%-34.3pp | 4252.32%-4242.4pp | 160.75%-150.8pp |
| Employer contribution / active EE | $704 | $670+5.2% | $1,053-33.1% | $2,671-73.6% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,922-100.0% | $4,126-100.0% |
| Admin fee / account holder | $396 | $1,727-77.1% | $2,486-84.1% | $5,651-93.0% |