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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 | $12,735 | $45,872-72.2% | $77,100-83.5% | $68,490-81.4% |
| Participation rate | 98.4% | 55.9%+42.4pp | 67.9%+30.4pp | 67.9%+30.5pp |
| Annual return | -20.47% | 1.73%-22.2pp | 42.35%-62.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $6,281 | $1,650+280.7% | $2,815+123.1% | $2,597+141.9% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,843 | $3,041-39.4% | $5,443-66.1% | $5,403-65.9% |