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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 | $21,641 | $45,566-52.5% | $64,105-66.2% | $59,633-63.7% |
| Participation rate | 85.7% | 60.2%+25.5pp | 68.2%+17.5pp | 68.7%+17.0pp |
| Annual return | -4.92% | 4.95%-9.9pp | 791.24%-796.2pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $540 | $934-42.2% | $1,820-70.4% | $2,203-75.5% |
| Participant deferral / active EE | $699 | $2,057-66.0% | $2,822-75.2% | $3,192-78.1% |
| Admin fee / account holder | $810 | $3,268-75.2% | $4,499-82.0% | $4,297-81.2% |