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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 | $22,951 | $56,197-59.2% | $67,652-66.1% | $59,633-61.5% |
| Participation rate | 73.9% | 71.5%+2.4pp | 75.7%-1.8pp | 68.7%+5.2pp |
| Annual return | -5.65% | 18508.10%-18513.8pp | 6625.40%-6631.0pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $1,554 | $1,615-3.8% | $2,266-31.4% | $2,203-29.5% |
| Participant deferral / active EE | $1,192 | $2,844-58.1% | $3,560-66.5% | $3,192-62.6% |
| Admin fee / account holder | $1,112 | $3,958-71.9% | $4,821-76.9% | $4,297-74.1% |