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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 | $15,713 | $77,638-79.8% | $156,551-90.0% | $62,881-75.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.16% | 50.33%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $3,096 | $3,444-10.1% | $5,501-43.7% | $2,281+35.7% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $840 | $5,561-84.9% | $13,028-93.6% | $4,296-80.4% |