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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 | $14,501 | $46,360-68.7% | $147,617-90.2% | $52,331-72.3% |
| Participation rate | 99.0% | 64.9%+34.1pp | 84.6%+14.4pp | 68.1%+30.9pp |
| Annual return | -16.37% | 1.62%-18.0pp | 61.98%-78.4pp | 4.54%-20.9pp |
| Employer contribution / active EE | $1,352 | $2,126-36.4% | $5,564-75.7% | $1,882-28.1% |
| Participant deferral / active EE | $258 | $2,258-88.6% | $4,895-94.7% | $3,022-91.5% |
| Admin fee / account holder | $1,267 | $766+65.5% | $11,612-89.1% | $592+114.2% |