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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 | $68,810 | $104,577-34.2% | $76,667-10.2% | $152,909-55.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 7.64% | 1014.36%-1006.7pp | 1166.74%-1159.1pp | 345.46%-337.8pp |
| Employer contribution / active EE | $3,711 | $3,119+19.0% | $2,303+61.2% | $4,764-22.1% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $375 | $12,290-96.9% | $6,423-94.2% | $11,601-96.8% |