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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 | $21,676 | $92,219-76.5% | $76,768-71.8% | $135,379-84.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -17.09% | 5.46%-22.5pp | 2.43%-19.5pp | 519.79%-536.9pp |
| Employer contribution / active EE | $738 | $3,216-77.0% | $2,485-70.3% | $4,779-84.6% |
| Participant deferral / active EE | $834 | $4,508-81.5% | $3,852-78.3% | $5,609-85.1% |
| Admin fee / account holder | $1,397 | $10,749-87.0% | $6,675-79.1% | $10,828-87.1% |