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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 | $76,368-87.4% | $67,681-85.8% | $154,746-93.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | -38.85% | 1066.77%-1105.6pp | 590.58%-629.4pp | 172.34%-211.2pp |
| Employer contribution / active EE | $482 | $3,151-84.7% | $2,678-82.0% | $4,379-89.0% |
| Participant deferral / active EE | $574 | $4,824-88.1% | $3,976-85.6% | $6,730-91.5% |
| Admin fee / account holder | $7,779 | $8,559-9.1% | $6,100+27.5% | $14,365-45.8% |