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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 | $47,512 | $90,614-47.6% | $76,089-37.6% | $145,877-67.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.85% | 623.80%-615.9pp | 360.94%-353.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $3,077 | $3,324-7.4% | $2,690+14.4% | $4,663-34.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,351 | $8,376-36.1% | $6,418-16.6% | $13,402-60.1% |