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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 | $57,073-73.0% | $85,126-81.9% | $80,925-80.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -64.83% | 21.69%-86.5pp | 66.63%-131.5pp | 35.65%-100.5pp |
| Employer contribution / active EE | $10,414 | $1,801+478.3% | $2,731+281.3% | $2,756+277.8% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,295 | $4,988-33.9% | $6,160-46.5% | $6,940-52.5% |