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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 | $169,356-67.4% | $129,406-57.3% | $145,897-62.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.40% | 14418.62%-14411.2pp | 9468.18%-9460.8pp | 552.29%-544.9pp |
| Employer contribution / active EE | $12,996 | $5,542+134.5% | $4,155+212.8% | $4,663+178.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,554 | $9,915-54.1% | $7,689-40.8% | $13,390-66.0% |