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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 | $24,366 | $82,324-70.4% | $68,803-64.6% | $134,545-81.9% |
| Participation rate | 91.3% | 75.1%+16.3pp | 69.0%+22.3pp | 81.2%+10.1pp |
| Annual return | -24.68% | -2.17%-22.5pp | -6.37%-18.3pp | 418.37%-443.1pp |
| Employer contribution / active EE | $6,659 | $3,302+101.7% | $2,656+150.7% | $4,742+40.4% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $585 | $6,485-91.0% | $4,936-88.1% | $11,431-94.9% |