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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 | $104,520-61.9% | $76,823-48.2% | $152,885-74.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 7.41% | 1014.03%-1006.6pp | 1166.42%-1159.0pp | 345.39%-338.0pp |
| Employer contribution / active EE | $2,807 | $3,117-10.0% | $2,302+21.9% | $4,763-41.1% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,565 | $12,283-46.6% | $6,422+2.2% | $11,598-43.4% |