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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 | $17,302 | $77,638-77.7% | $156,551-88.9% | $62,881-72.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.38% | 50.33%-51.7pp | 32.23%-33.6pp | 20.14%-21.5pp |
| Employer contribution / active EE | $819 | $3,444-76.2% | $5,501-85.1% | $2,281-64.1% |
| Participant deferral / active EE | $564 | $3,046-81.5% | $4,871-88.4% | $3,203-82.4% |
| Admin fee / account holder | $524 | $5,561-90.6% | $13,028-96.0% | $4,296-87.8% |