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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 | $20,620 | $169,237-87.8% | $129,339-84.1% | $145,978-85.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.33% | 14364.43%-14357.1pp | 9437.05%-9429.7pp | 550.52%-543.2pp |
| Employer contribution / active EE | $9,068 | $5,540+63.7% | $4,154+118.3% | $4,662+94.5% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,579 | $9,882-84.0% | $7,668-79.4% | $13,400-88.2% |