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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 | $34,936 | $88,707-60.6% | $74,184-52.9% | $273,972-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -27.83% | 11.94%-39.8pp | 17.74%-45.6pp | 41.46%-69.3pp |
| Employer contribution / active EE | $779 | $3,159-75.3% | $2,370-67.1% | $4,869-84.0% |
| Participant deferral / active EE | $947 | $4,212-77.5% | $3,550-73.3% | $5,287-82.1% |
| Admin fee / account holder | $577 | $8,717-93.4% | $5,586-89.7% | $10,133-94.3% |