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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 | $49,963 | $150,442-66.8% | $136,295-63.3% | $147,585-66.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.98% | 1049.09%-1040.1pp | 5155.97%-5147.0pp | 578.56%-569.6pp |
| Employer contribution / active EE | $15,271 | $5,256+190.5% | $4,695+225.2% | $4,876+213.2% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,510 | $10,905-86.2% | $9,243-83.7% | $10,885-86.1% |