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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 | $18,039 | $96,419-81.3% | $80,648-77.6% | $139,487-87.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.33% | 1352.86%-1343.5pp | 937.21%-927.9pp | 373.84%-364.5pp |
| Employer contribution / active EE | $5,676 | $3,261+74.0% | $2,724+108.4% | $4,755+19.4% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,175 | $6,605-67.1% | $5,382-59.6% | $11,407-80.9% |