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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 | $22,652 | $100,262-77.4% | $81,370-72.2% | $145,897-84.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -73.78% | 34.52%-108.3pp | 24.85%-98.6pp | 552.29%-626.1pp |
| Employer contribution / active EE | $556 | $2,979-81.3% | $2,464-77.4% | $4,663-88.1% |
| Participant deferral / active EE | $696 | $4,612-84.9% | $3,885-82.1% | $6,689-89.6% |
| Admin fee / account holder | $1,874 | $8,163-77.0% | $5,749-67.4% | $13,390-86.0% |