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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 | $57,778 | $169,237-65.9% | $129,339-55.3% | $145,978-60.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 2.66% | 14364.43%-14361.8pp | 9437.05%-9434.4pp | 550.52%-547.9pp |
| Employer contribution / active EE | $27,092 | $5,540+389.0% | $4,154+552.2% | $4,662+481.1% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $623 | $9,882-93.7% | $7,668-91.9% | $13,400-95.4% |