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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 | $22,959 | $54,380-57.8% | $68,509-66.5% | $59,633-61.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -11.81% | 2.83%-14.6pp | 8.27%-20.1pp | 2041.45%-2053.3pp |
| Employer contribution / active EE | $2,870 | $1,539+86.6% | $2,278+26.0% | $2,203+30.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,030 | $3,885-73.5% | $5,275-80.5% | $4,297-76.0% |