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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 | $124,819 | $185,199-32.6% | $142,874-12.6% | $167,518-25.5% |
| Participation rate | 83.3% | 78.5%+4.9pp | 72.0%+11.4pp | 82.1%+1.2pp |
| Annual return | 3.70% | 8556.90%-8553.2pp | 5638.58%-5634.9pp | 478.71%-475.0pp |
| Employer contribution / active EE | $11,447 | $5,606+104.2% | $4,145+176.2% | $4,838+136.6% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,672 | $8,031-16.9% | $6,561+1.7% | $12,312-45.8% |