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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 | $24,000 | $61,605-61.0% | $112,273-78.6% | $75,181-68.1% |
| Participation rate | 80.0% | 61.7%+18.3pp | 72.4%+7.6pp | 67.2%+12.8pp |
| Annual return | -0.89% | 28.47%-29.4pp | 30.23%-31.1pp | 160.69%-161.6pp |
| Employer contribution / active EE | $1,656 | $2,015-17.8% | $3,431-51.7% | $2,671-38.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,183 | $4,862-75.7% | $7,752-84.7% | $5,650-79.1% |