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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 | $108,527 | $156,963-30.9% | $121,204-10.5% | $139,466-22.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.47% | 1476.75%-1469.3pp | 987.18%-979.7pp | 373.66%-366.2pp |
| Employer contribution / active EE | $4,010 | $5,544-27.7% | $4,170-3.8% | $4,754-15.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $109,097 | $6,953+1469.0% | $5,651+1830.5% | $11,409+856.3% |