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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 | $9,917 | $25,014-60.4% | $69,632-85.8% | $80,959-87.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.7%+32.3pp |
| Annual return | -28.49% | 19.08%-47.6pp | 101.32%-129.8pp | 35.67%-64.2pp |
| Employer contribution / active EE | $3,713 | $991+274.6% | $1,708+117.4% | $2,757+34.7% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,889-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,756 | $2,491-29.5% | $4,695-62.6% | $6,925-74.6% |