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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 | $36,897 | $68,097-45.8% | $62,929-41.4% | $137,256-73.1% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 10.52% | 1859.11%-1848.6pp | 1063.93%-1053.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,522 | $2,811+25.3% | $2,505+40.6% | $4,156-15.3% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $737 | $6,521-88.7% | $5,065-85.4% | $12,270-94.0% |