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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 | $72,590 | $160,040-54.6% | $147,096-50.7% | $145,877-50.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.22% | 98.49%-89.3pp | 419.75%-410.5pp | 551.28%-542.1pp |
| Employer contribution / active EE | $19,191 | $5,289+262.8% | $4,936+288.8% | $4,663+311.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $199,938 | $15,050+1228.5% | $13,005+1437.4% | $13,402+1391.8% |