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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 | $10,854 | $97,125-88.8% | $86,233-87.4% | $137,256-92.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | -2.51% | 74.19%-76.7pp | 61.39%-63.9pp | 220.34%-222.9pp |
| Employer contribution / active EE | $284 | $2,841-90.0% | $2,504-88.7% | $4,156-93.2% |
| Participant deferral / active EE | $498 | $5,180-90.4% | $4,559-89.1% | $6,407-92.2% |
| Admin fee / account holder | $2,063 | $9,725-78.8% | $8,342-75.3% | $12,270-83.2% |