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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 | $18,810 | $112,935-83.3% | $90,970-79.3% | $158,966-88.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -2.71% | 215.79%-218.5pp | 134.58%-137.3pp | 302.95%-305.7pp |
| Employer contribution / active EE | $470 | $2,895-83.8% | $2,122-77.9% | $4,762-90.1% |
| Participant deferral / active EE | $192 | $4,129-95.3% | $3,373-94.3% | $5,983-96.8% |
| Admin fee / account holder | $20,069 | $8,045+149.5% | $5,960+236.7% | $11,250+78.4% |