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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 | $39,803 | $104,544-61.9% | $76,657-48.1% | $152,897-74.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 7.41% | 1014.36%-1006.9pp | 1166.74%-1159.3pp | 345.43%-338.0pp |
| Employer contribution / active EE | $2,807 | $3,118-10.0% | $2,303+21.9% | $4,764-41.1% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,565 | $12,286-46.6% | $6,423+2.2% | $11,599-43.4% |