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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 | $55,294 | $149,040-62.9% | $120,225-54.0% | $137,256-59.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 1.99% | 605.68%-603.7pp | 439.23%-437.2pp | 220.34%-218.4pp |
| Employer contribution / active EE | $19,379 | $4,350+345.5% | $3,475+457.6% | $4,156+366.3% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $346 | $6,348-94.6% | $5,696-93.9% | $12,270-97.2% |