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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 | $38,236 | $109,872-65.2% | $98,483-61.2% | $167,536-77.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.16% | 1959.31%-1952.2pp | 1494.38%-1487.2pp | 478.82%-471.7pp |
| Employer contribution / active EE | $9,481 | $3,225+194.0% | $2,961+220.2% | $4,839+95.9% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,308 | $6,757-65.8% | $5,953-61.2% | $12,315-81.3% |