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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 | $23,319 | $85,171-72.6% | $172,753-86.5% | $72,976-68.0% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.6pp |
| Annual return | -6.01% | 27.32%-33.3pp | 803.00%-809.0pp | 81.02%-87.0pp |
| Employer contribution / active EE | $455 | $3,324-86.3% | $5,144-91.2% | $2,440-81.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $303 | $5,880-94.8% | $13,956-97.8% | $5,124-94.1% |