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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 | $67,901 | $185,225-63.3% | $142,898-52.5% | $167,536-59.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 6.28% | 8558.12%-8551.8pp | 5639.64%-5633.4pp | 478.82%-472.5pp |
| Employer contribution / active EE | $21,967 | $5,607+291.8% | $4,146+429.9% | $4,839+354.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $356 | $8,032-95.6% | $6,560-94.6% | $12,315-97.1% |