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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 | $37,001 | $176,077-79.0% | $159,455-76.8% | $167,518-77.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.86% | 331.83%-322.0pp | 263.63%-253.8pp | 478.71%-468.9pp |
| Employer contribution / active EE | $13,000 | $5,298+145.4% | $4,830+169.1% | $4,838+168.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $264,167 | $12,556+2003.8% | $10,800+2345.9% | $12,312+2045.5% |