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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 | $27,289 | $95,406-71.4% | $185,849-85.3% | $85,847-68.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | -5.74% | 23.59%-29.3pp | 122.10%-127.8pp | 318.61%-324.3pp |
| Employer contribution / active EE | $659 | $3,314-80.1% | $5,169-87.2% | $2,565-74.3% |
| Participant deferral / active EE | $821 | $3,424-76.0% | $5,569-85.3% | $3,952-79.2% |
| Admin fee / account holder | $4,852 | $7,214-32.7% | $16,244-70.1% | $6,261-22.5% |