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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 | $23,003 | $45,872-49.9% | $77,096-70.2% | $68,486-66.4% |
| Participation rate | 75.7% | 55.9%+19.8pp | 67.9%+7.8pp | 67.9%+7.8pp |
| Annual return | -23.73% | 1.73%-25.5pp | 42.35%-66.1pp | -7.85%-15.9pp |
| Employer contribution / active EE | $550 | $1,650-66.6% | $2,814-80.4% | $2,597-78.8% |
| Participant deferral / active EE | $472 | $2,963-84.1% | $4,429-89.3% | $4,028-88.3% |
| Admin fee / account holder | $8,882 | $3,041+192.0% | $5,428+63.6% | $5,404+64.4% |