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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 | $27,814 | $73,848-62.3% | $143,799-80.7% | $68,486-59.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -23.56% | 0.91%-24.5pp | -0.04%-23.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $5,709 | $3,184+79.3% | $4,952+15.3% | $2,597+119.9% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $546 | $5,755-90.5% | $14,677-96.3% | $5,404-89.9% |