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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 | $27,133 | $72,404-62.5% | $110,243-75.4% | $64,173-57.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -10.37% | -6.29%-4.1pp | 314.76%-325.1pp | 7.63%-18.0pp |
| Employer contribution / active EE | $3,200 | $2,282+40.3% | $3,827-16.4% | $2,381+34.4% |
| Participant deferral / active EE | $466 | $3,469-86.6% | $4,672-90.0% | $3,470-86.6% |
| Admin fee / account holder | $8,259 | $5,664+45.8% | $8,548-3.4% | $4,887+69.0% |