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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 | $6,816 | $88,754-92.3% | $81,820-91.7% | $145,877-95.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.67% | 1031.77%-1025.1pp | 777.93%-771.3pp | 551.28%-544.6pp |
| Employer contribution / active EE | $4,478 | $3,085+45.1% | $2,915+53.6% | $4,663-4.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $24,626 | $8,424+192.3% | $7,391+233.2% | $13,402+83.7% |