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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 | $28,821 | $82,678-65.1% | $125,391-77.0% | $68,490-57.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.03% | -5.97%-14.1pp | 572.41%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,965 | $3,382-12.3% | $4,816-38.4% | $2,597+14.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,023 | $6,277-83.7% | $10,009-89.8% | $5,403-81.1% |