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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 | $28,786 | $150,447-80.9% | $136,298-78.9% | $147,586-80.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.73% | 1049.15%-1039.4pp | 5156.27%-5146.5pp | 578.59%-568.9pp |
| Employer contribution / active EE | $8,955 | $5,256+70.4% | $4,696+90.7% | $4,876+83.6% |
| Participant deferral / active EE | $1,178 | $6,631-82.2% | $6,247-81.1% | $5,439-78.3% |
| Admin fee / account holder | $27,263 | $10,906+150.0% | $9,244+194.9% | $10,886+150.4% |