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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 | $164,232 | $56,200+192.2% | $67,653+142.8% | $59,633+175.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -8.43% | 18506.71%-18515.1pp | 6625.22%-6633.7pp | 2041.40%-2049.8pp |
| Employer contribution / active EE | $9,744 | $1,615+503.5% | $2,266+330.1% | $2,203+342.4% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $15,319 | $3,959+287.0% | $4,821+217.8% | $4,297+256.5% |