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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 | $35,718 | $154,193-76.8% | $130,045-72.5% | $139,466-74.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.55% | 32.51%-29.0pp | -137.30%+140.9pp | 373.66%-370.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,360 | $6,709-79.7% | $5,820-76.6% | $6,712-79.7% |
| Admin fee / account holder | $262,727 | $13,989+1778.1% | $10,600+2378.5% | $11,409+2202.9% |