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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 | $87,621 | $150,447-41.8% | $136,298-35.7% | $147,586-40.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.03% | 1049.15%-1046.1pp | 5156.27%-5153.2pp | 578.59%-575.6pp |
| Employer contribution / active EE | $1,377 | $5,256-73.8% | $4,696-70.7% | $4,876-71.8% |
| Participant deferral / active EE | $120 | $6,631-98.2% | $6,247-98.1% | $5,439-97.8% |
| Admin fee / account holder | $4,829 | $10,906-55.7% | $9,244-47.8% | $10,886-55.6% |