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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 | $128,519 | $72,446+77.4% | $67,561+90.2% | $145,877-11.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.38% | 7211.98%-7205.6pp | 3525.44%-3519.1pp | 551.28%-544.9pp |
| Employer contribution / active EE | $21,178 | $3,072+589.3% | $2,735+674.4% | $4,663+354.2% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,028 | $5,541-81.5% | $4,006-74.3% | $13,402-92.3% |