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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 | $84,752 | $72,446+17.0% | $67,561+25.4% | $145,877-41.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 3.91% | 7211.98%-7208.1pp | 3525.44%-3521.5pp | 551.28%-547.4pp |
| Employer contribution / active EE | $4,528 | $3,072+47.4% | $2,735+65.6% | $4,663-2.9% |
| Participant deferral / active EE | $796 | $4,785-83.4% | $4,003-80.1% | $6,691-88.1% |
| Admin fee / account holder | $64,002 | $5,541+1055.0% | $4,006+1497.8% | $13,402+377.5% |