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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 | $107,501 | $169,361-36.5% | $129,397-16.9% | $145,877-26.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.91% | 14395.54%-14391.6pp | 9453.98%-9450.1pp | 551.28%-547.4pp |
| Employer contribution / active EE | $32,683 | $5,542+489.8% | $4,154+686.7% | $4,663+600.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,126 | $9,903+22.4% | $7,679+57.9% | $13,402-9.5% |