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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 | $57,072 | $124,175-54.0% | $108,405-47.4% | $167,553-65.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.02% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $7,997 | $4,188+91.0% | $3,559+124.7% | $4,840+65.2% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,034 | $9,457-78.5% | $7,297-72.1% | $12,316-83.5% |