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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 | $127,625 | $150,447-15.2% | $136,298-6.4% | $147,586-13.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.42% | 1049.15%-1040.7pp | 5156.27%-5147.9pp | 578.59%-570.2pp |
| Employer contribution / active EE | $13,826 | $5,256+163.0% | $4,696+194.4% | $4,876+183.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $118,991 | $10,906+991.1% | $9,244+1187.2% | $10,886+993.1% |