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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 | $89,410 | $96,388-7.2% | $80,627+10.9% | $139,466-35.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 6.72% | 1352.08%-1345.4pp | 936.76%-930.0pp | 373.66%-366.9pp |
| Employer contribution / active EE | $6,250 | $3,260+91.7% | $2,723+129.6% | $4,754+31.5% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,815 | $6,603-42.2% | $5,381-29.1% | $11,409-66.6% |