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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 | $98,860 | $150,447-34.3% | $136,298-27.5% | $147,586-33.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.76% | 1049.15%-1040.4pp | 5156.27%-5147.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $9,446 | $5,256+79.7% | $4,696+101.2% | $4,876+93.7% |
| Participant deferral / active EE | $233 | $6,631-96.5% | $6,247-96.3% | $5,439-95.7% |
| Admin fee / account holder | $952 | $10,906-91.3% | $9,244-89.7% | $10,886-91.3% |