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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 | $14,495 | $95,917-84.9% | $79,583-81.8% | $134,545-89.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -46.66% | -2.70%-44.0pp | 0.16%-46.8pp | 418.37%-465.0pp |
| Employer contribution / active EE | $1,167 | $3,129-62.7% | $2,414-51.7% | $4,742-75.4% |
| Participant deferral / active EE | $520 | $4,694-88.9% | $3,986-87.0% | $6,401-91.9% |
| Admin fee / account holder | $6,761 | $9,132-26.0% | $6,835-1.1% | $11,431-40.9% |