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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 | $105,609 | $88,754+19.0% | $81,820+29.1% | $145,877-27.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.82% | 1031.77%-1024.9pp | 777.93%-771.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $16,667 | $3,085+440.2% | $2,915+471.8% | $4,663+257.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,951 | $8,424-53.1% | $7,391-46.5% | $13,402-70.5% |