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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 | $9,611 | $68,097-85.9% | $62,929-84.7% | $137,256-93.0% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | -38.85% | 1859.11%-1898.0pp | 1063.93%-1102.8pp | 220.34%-259.2pp |
| Employer contribution / active EE | $482 | $2,811-82.9% | $2,505-80.8% | $4,156-88.4% |
| Participant deferral / active EE | $574 | $4,553-87.4% | $3,888-85.2% | $6,407-91.0% |
| Admin fee / account holder | $7,779 | $6,521+19.3% | $5,065+53.6% | $12,270-36.6% |