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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 | $37,164 | $105,210-64.7% | $159,487-76.7% | $85,851-56.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.41% | 45.08%-35.7pp | 263.71%-254.3pp | 318.63%-309.2pp |
| Employer contribution / active EE | $6,410 | $3,319+93.1% | $4,831+32.7% | $2,565+149.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $362 | $6,934-94.8% | $10,804-96.6% | $6,261-94.2% |