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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 | $59,250 | $109,872-46.1% | $98,483-39.8% | $167,536-64.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.92% | 1959.31%-1954.4pp | 1494.38%-1489.5pp | 478.82%-473.9pp |
| Employer contribution / active EE | $4,286 | $3,225+32.9% | $2,961+44.8% | $4,839-11.4% |
| Participant deferral / active EE | $187 | $4,673-96.0% | $4,276-95.6% | $6,342-97.0% |
| Admin fee / account holder | $156,108 | $6,757+2210.2% | $5,953+2522.5% | $12,315+1167.7% |