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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 | $28,817 | $150,446-80.8% | $136,297-78.9% | $147,585-80.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.52% | 1049.14%-1042.6pp | 5156.19%-5149.7pp | 578.58%-572.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,735 | $6,631-73.8% | $6,247-72.2% | $5,439-68.1% |
| Admin fee / account holder | $300 | $10,906-97.2% | $9,244-96.8% | $10,886-97.2% |