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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 | $55,253 | $169,161-67.3% | $129,295-57.3% | $145,959-62.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.40% | 14348.07%-14340.7pp | 9429.28%-9421.9pp | 561.95%-554.5pp |
| Employer contribution / active EE | $12,996 | $5,543+134.5% | $4,157+212.6% | $4,661+178.8% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,554 | $9,878-53.9% | $7,665-40.6% | $13,398-66.0% |