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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 | $19,446 | $65,361-70.2% | $92,903-79.1% | $72,983-73.4% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.0%+8.2pp | 69.5%+14.7pp |
| Annual return | -2.59% | 42.11%-44.7pp | 109.43%-112.0pp | 81.01%-83.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $843 | $3,128-73.0% | $4,238-80.1% | $3,608-76.6% |
| Admin fee / account holder | $863 | $4,251-79.7% | $5,795-85.1% | $5,124-83.1% |