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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 | $63,306 | $88,754-28.7% | $81,820-22.6% | $145,877-56.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.49% | 1031.77%-1022.3pp | 777.93%-768.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $23,385 | $3,085+657.9% | $2,915+702.2% | $4,663+401.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $550 | $8,424-93.5% | $7,391-92.6% | $13,402-95.9% |