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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 | $15,891 | $63,953-75.2% | $54,726-71.0% | $135,380-88.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -16.40% | -5.77%-10.6pp | -4.56%-11.8pp | 519.81%-536.2pp |
| Employer contribution / active EE | $1,970 | $4,256-53.7% | $3,449-42.9% | $4,779-58.8% |
| Participant deferral / active EE | $382 | $4,810-92.1% | $3,953-90.3% | $5,609-93.2% |
| Admin fee / account holder | $2,064 | $4,567-54.8% | $3,818-45.9% | $10,828-80.9% |