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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 | $109,110 | $169,336-35.6% | $129,384-15.7% | $145,884-25.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.43% | 14408.70%-14402.3pp | 9461.77%-9455.3pp | 551.85%-545.4pp |
| Employer contribution / active EE | $38,373 | $5,540+592.7% | $4,153+823.9% | $4,662+723.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $316 | $9,912-96.8% | $7,686-95.9% | $13,392-97.6% |