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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 | $57,087 | $88,754-35.7% | $81,820-30.2% | $145,877-60.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.52% | 1031.77%-1026.2pp | 777.93%-772.4pp | 551.28%-545.8pp |
| Employer contribution / active EE | $5,418 | $3,085+75.6% | $2,915+85.9% | $4,663+16.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,249 | $8,424-13.9% | $7,391-1.9% | $13,402-45.9% |