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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 | $170,224 | $176,105-3.3% | $159,474+6.7% | $167,536+1.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.25% | 331.91%-331.7pp | 263.68%-263.4pp | 478.82%-478.6pp |
| Employer contribution / active EE | $3,333 | $5,299-37.1% | $4,831-31.0% | $4,839-31.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $57,599 | $12,559+358.6% | $10,802+433.2% | $12,315+367.7% |