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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 | $78,184 | $169,361-53.8% | $129,397-39.6% | $145,877-46.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.81% | 14395.54%-14388.7pp | 9453.98%-9447.2pp | 551.28%-544.5pp |
| Employer contribution / active EE | $11,805 | $5,542+113.0% | $4,154+184.2% | $4,663+153.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,353 | $9,903-5.6% | $7,679+21.8% | $13,402-30.2% |