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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 | $119,892 | $160,028-25.1% | $147,080-18.5% | $145,884-17.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.18% | 98.60%-98.4pp | 420.17%-420.0pp | 551.85%-551.7pp |
| Employer contribution / active EE | $8,404 | $5,286+59.0% | $4,933+70.3% | $4,662+80.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $65,401 | $15,030+335.1% | $12,989+403.5% | $13,392+388.4% |