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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 | $121,170 | $81,749+48.2% | $58,544+107.0% | $139,456-13.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 5.56% | 7425.45%-7419.9pp | 4249.56%-4244.0pp | 373.45%-367.9pp |
| Employer contribution / active EE | $1,250 | $1,398-10.6% | $1,053+18.7% | $4,753-73.7% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,711-100.0% |
| Admin fee / account holder | $15,349 | $3,272+369.1% | $2,520+509.2% | $11,407+34.6% |