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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 | $67,728 | $70,587-4.1% | $124,693-45.7% | $85,847-21.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 9.42% | 20688.83%-20679.4pp | 5144.19%-5134.8pp | 318.61%-309.2pp |
| Employer contribution / active EE | $4,317 | $1,913+125.6% | $3,324+29.9% | $2,565+68.3% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,598 | $5,282-31.9% | $7,494-52.0% | $6,261-42.5% |