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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 | $16,088 | $60,128-73.2% | $90,440-82.2% | $79,852-79.9% |
| Participation rate | 80.6% | 65.0%+15.6pp | 72.7%+7.9pp | 69.6%+10.9pp |
| Annual return | 0.81% | 71.95%-71.1pp | 1294.38%-1293.6pp | 31.72%-30.9pp |
| Employer contribution / active EE | $1,465 | $2,068-29.2% | $3,263-55.1% | $2,471-40.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,761 | $3,977+19.7% | $5,615-15.2% | $5,306-10.3% |