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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 | $41,954 | $105,145-60.1% | $94,664-55.7% | $139,466-69.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 3.68% | 38.09%-34.4pp | 156.84%-153.2pp | 373.66%-370.0pp |
| Employer contribution / active EE | $15,665 | $4,107+281.4% | $3,673+326.5% | $4,754+229.5% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $542 | $8,972-94.0% | $7,222-92.5% | $11,409-95.2% |