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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 | $20,545 | $92,219-77.7% | $76,767-73.2% | $135,380-84.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -9.14% | 5.46%-14.6pp | 2.43%-11.6pp | 519.81%-528.9pp |
| Employer contribution / active EE | $575 | $3,216-82.1% | $2,485-76.9% | $4,779-88.0% |
| Participant deferral / active EE | $1,258 | $4,508-72.1% | $3,852-67.3% | $5,609-77.6% |
| Admin fee / account holder | $3,402 | $10,749-68.4% | $6,675-49.0% | $10,828-68.6% |