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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 | $60,642 | $150,447-59.7% | $136,298-55.5% | $147,586-58.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.51% | 1049.15%-1042.6pp | 5156.27%-5149.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $2,082 | $5,256-60.4% | $4,696-55.7% | $4,876-57.3% |
| Participant deferral / active EE | $270 | $6,631-95.9% | $6,247-95.7% | $5,439-95.0% |
| Admin fee / account holder | $24,598 | $10,906+125.5% | $9,244+166.1% | $10,886+126.0% |