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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 | $53,799 | $105,149-48.8% | $94,659-43.2% | $139,427-61.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.02% | 38.04%-38.0pp | 156.75%-156.7pp | 373.27%-373.2pp |
| Employer contribution / active EE | $5,549 | $4,106+35.1% | $3,673+51.1% | $4,752+16.8% |
| Participant deferral / active EE | $0 | $7,600-100.0% | $7,419-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,167 | $8,986-64.8% | $7,232-56.2% | $11,404-72.2% |