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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 | $17,137 | $51,207-66.5% | $70,565-75.7% | $75,177-77.2% |
| Participation rate | 98.9% | 61.0%+38.0pp | 68.4%+30.6pp | 67.2%+31.7pp |
| Annual return | -78.34% | 30.05%-108.4pp | 32.79%-111.1pp | 160.75%-239.1pp |
| Employer contribution / active EE | $14,674 | $1,826+703.4% | $2,976+393.1% | $2,671+449.4% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $448 | $4,097-89.1% | $6,430-93.0% | $5,651-92.1% |