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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 | $99,656 | $169,361-41.2% | $129,397-23.0% | $145,877-31.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.03% | 14395.54%-14390.5pp | 9453.98%-9449.0pp | 551.28%-546.3pp |
| Employer contribution / active EE | $31,294 | $5,542+464.7% | $4,154+653.3% | $4,663+571.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,783 | $9,903-82.0% | $7,679-76.8% | $13,402-86.7% |