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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 | $70,740 | $96,388-26.6% | $80,627-12.3% | $139,466-49.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.28% | 1352.08%-1343.8pp | 936.76%-928.5pp | 373.66%-365.4pp |
| Employer contribution / active EE | $8,333 | $3,260+155.6% | $2,723+206.1% | $4,754+75.3% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,940 | $6,603-55.5% | $5,381-45.4% | $11,409-74.2% |