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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 | $35,536 | $169,361-79.0% | $129,397-72.5% | $145,877-75.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 4.80% | 14395.54%-14390.7pp | 9453.98%-9449.2pp | 551.28%-546.5pp |
| Employer contribution / active EE | $11,775 | $5,542+112.5% | $4,154+183.4% | $4,663+152.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,147 | $9,903-88.4% | $7,679-85.1% | $13,402-91.4% |