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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 | $3,496 | $88,710-96.1% | $81,783-95.7% | $145,959-97.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 7.59% | 1027.26%-1019.7pp | 775.05%-767.5pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,018 | $3,083-67.0% | $2,913-65.1% | $4,661-78.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,240 | $8,407-61.5% | $7,380-56.1% | $13,398-75.8% |