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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 | $79,322 | $150,447-47.3% | $136,298-41.8% | $147,586-46.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.53% | 1049.15%-1048.6pp | 5156.27%-5155.7pp | 578.59%-578.1pp |
| Employer contribution / active EE | $1,133 | $5,256-78.4% | $4,696-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,905 | $10,906-64.2% | $9,244-57.8% | $10,886-64.1% |