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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 | $18,097 | $107,353-83.1% | $92,903-80.5% | $152,885-88.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -5.10% | 145.62%-150.7pp | 109.43%-114.5pp | 345.39%-350.5pp |
| Employer contribution / active EE | $969 | $4,222-77.0% | $3,653-73.5% | $4,763-79.7% |
| Participant deferral / active EE | $969 | $4,848-80.0% | $4,238-77.1% | $5,851-83.4% |
| Admin fee / account holder | $402 | $7,081-94.3% | $5,795-93.1% | $11,598-96.5% |