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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 | $15,419 | $57,140-73.0% | $85,240-81.9% | $80,959-81.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -64.83% | 21.71%-86.5pp | 66.75%-131.6pp | 35.67%-100.5pp |
| Employer contribution / active EE | $10,414 | $1,802+477.9% | $2,735+280.7% | $2,757+277.7% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,295 | $4,992-34.0% | $6,165-46.6% | $6,925-52.4% |