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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 | $27,913 | $58,828-52.6% | $78,002-64.2% | $62,881-55.6% |
| Participation rate | 73.1% | 71.1%+2.0pp | 75.5%-2.4pp | 69.3%+3.8pp |
| Annual return | -4.59% | 17.16%-21.7pp | 425.99%-430.6pp | 20.14%-24.7pp |
| Employer contribution / active EE | $408 | $1,672-75.6% | $2,470-83.5% | $2,281-82.1% |
| Participant deferral / active EE | $901 | $2,686-66.4% | $3,497-74.2% | $3,203-71.9% |
| Admin fee / account holder | $649 | $4,393-85.2% | $5,481-88.2% | $4,296-84.9% |