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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 | $70,121-86.3% | $63,803-84.9% | $138,895-93.1% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | -38.85% | 946.48%-985.3pp | 543.72%-582.6pp | 145.39%-184.2pp |
| Employer contribution / active EE | $482 | $2,882-83.3% | $2,532-81.0% | $4,194-88.5% |
| Participant deferral / active EE | $574 | $4,535-87.3% | $3,843-85.1% | $6,396-91.0% |
| Admin fee / account holder | $7,779 | $6,738+15.5% | $5,196+49.7% | $12,562-38.1% |