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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 | $58,382 | $70,587-17.3% | $124,694-53.2% | $85,851-32.0% |
| Participation rate | 98.5% | 64.4%+34.1pp | 74.6%+23.9pp | 69.3%+29.2pp |
| Annual return | 6.32% | 20688.83%-20682.5pp | 5144.82%-5138.5pp | 318.63%-312.3pp |
| Employer contribution / active EE | $5,882 | $1,913+207.4% | $3,325+76.9% | $2,565+129.3% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,142 | $5,282-2.7% | $7,495-31.4% | $6,261-17.9% |