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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 | $69,534 | $104,953-33.7% | $84,637-17.8% | $152,909-54.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.03% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.4pp |
| Employer contribution / active EE | $20,084 | $3,304+507.9% | $2,653+657.0% | $4,764+321.6% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $869 | $6,244-86.1% | $4,914-82.3% | $11,601-92.5% |