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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 | $27,511 | $150,447-81.7% | $136,298-79.8% | $147,586-81.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.96% | 1049.15%-1044.2pp | 5156.27%-5151.3pp | 578.59%-573.6pp |
| Employer contribution / active EE | $13,368 | $5,256+154.3% | $4,696+184.7% | $4,876+174.1% |
| Participant deferral / active EE | $1,089 | $6,631-83.6% | $6,247-82.6% | $5,439-80.0% |
| Admin fee / account holder | $592 | $10,906-94.6% | $9,244-93.6% | $10,886-94.6% |