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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 | $88,815-96.1% | $81,882-95.7% | $145,897-97.6% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 7.59% | 1033.75%-1026.2pp | 779.47%-771.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,018 | $3,086-67.0% | $2,916-65.1% | $4,663-78.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,240 | $8,434-61.6% | $7,360-56.0% | $13,390-75.8% |