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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 | $24,722 | $95,975-74.2% | $74,549-66.8% | $135,379-81.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.09% | 56.96%-67.0pp | 32.53%-42.6pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,046 | $2,716-61.5% | $1,961-46.6% | $4,779-78.1% |
| Participant deferral / active EE | $297 | $3,844-92.3% | $3,108-90.4% | $5,609-94.7% |
| Admin fee / account holder | $457 | $6,522-93.0% | $5,059-91.0% | $10,828-95.8% |