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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 | $27,221 | $78,694-65.4% | $67,652-59.8% | $125,389-78.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.44% | 9.46%-13.9pp | 6625.40%-6629.8pp | 282.24%-286.7pp |
| Employer contribution / active EE | $5,802 | $3,044+90.6% | $2,266+156.1% | $4,866+19.2% |
| Participant deferral / active EE | $411 | $4,292-90.4% | $3,560-88.5% | $5,352-92.3% |
| Admin fee / account holder | $813 | $7,403-89.0% | $4,821-83.1% | $9,541-91.5% |