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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 | $26,693 | $154,228-82.7% | $145,433-81.6% | $137,256-80.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -2.04% | 74.59%-76.6pp | 66.58%-68.6pp | 220.34%-222.4pp |
| Employer contribution / active EE | $1,088 | $4,804-77.4% | $4,554-76.1% | $4,156-73.8% |
| Participant deferral / active EE | $1,676 | $8,216-79.6% | $7,897-78.8% | $6,407-73.8% |
| Admin fee / account holder | $496 | $14,344-96.5% | $13,129-96.2% | $12,270-96.0% |