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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 | $41,446 | $99,011-58.1% | $86,582-52.1% | $147,586-71.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.39% | 1312.75%-1305.4pp | 965.08%-957.7pp | 578.59%-571.2pp |
| Employer contribution / active EE | $2,927 | $3,132-6.5% | $2,839+3.1% | $4,876-40.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,029 | $5,709-64.5% | $4,904-58.6% | $10,886-81.4% |