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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 | $31,263 | $88,778-64.8% | $81,844-61.8% | $145,884-78.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.66% | 1033.03%-1027.4pp | 778.87%-773.2pp | 551.85%-546.2pp |
| Employer contribution / active EE | $7,200 | $3,087+133.2% | $2,916+146.9% | $4,662+54.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $308 | $8,430-96.3% | $7,355-95.8% | $13,392-97.7% |