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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 | $124,739 | $90,691+37.5% | $76,119+63.9% | $145,884-14.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.10% | 624.52%-619.4pp | 361.25%-356.1pp | 551.85%-546.8pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $500 | $5,167-90.3% | $4,259-88.3% | $6,690-92.5% |
| Admin fee / account holder | $14,202 | $8,383+69.4% | $6,421+121.2% | $13,392+6.1% |