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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 | $185,015 | $99,031+86.8% | $86,597+113.7% | $147,585+25.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.54% | 1312.56%-1312.0pp | 964.96%-964.4pp | 578.57%-578.0pp |
| Employer contribution / active EE | $1,667 | $3,132-46.8% | $2,840-41.3% | $4,876-65.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,312 | $5,711+168.1% | $4,906+212.1% | $10,885+40.7% |