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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 | $149,280 | $63,346+135.7% | $92,240+61.8% | $70,126+112.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -3.56% | 530.19%-533.7pp | 176.29%-179.8pp | 73.15%-76.7pp |
| Employer contribution / active EE | $16,807 | $2,471+580.1% | $3,680+356.7% | $2,343+617.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,419 | $3,841+145.2% | $5,194+81.3% | $4,645+102.8% |