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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 | $25,368 | $68,097-62.7% | $62,929-59.7% | $137,256-81.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.57% | 1859.11%-1848.5pp | 1063.93%-1053.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $7,032 | $2,811+150.2% | $2,505+180.8% | $4,156+69.2% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,064 | $6,521+8.3% | $5,065+39.5% | $12,270-42.4% |