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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 | $98,022 | $150,446-34.8% | $136,297-28.1% | $147,585-33.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.47% | 1049.14%-1040.7pp | 5156.19%-5147.7pp | 578.58%-570.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,513 | $6,631-77.2% | $6,247-75.8% | $5,439-72.2% |
| Admin fee / account holder | $32,985 | $10,906+202.4% | $9,244+256.8% | $10,886+203.0% |