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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 | $140,663 | $198,462-29.1% | $170,439-17.5% | $147,585-4.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -0.18% | 257.30%-257.5pp | 205.94%-206.1pp | 578.58%-578.8pp |
| Employer contribution / active EE | $11,833 | $6,184+91.4% | $5,433+117.8% | $4,876+142.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,173 | $16,852-93.0% | $13,881-91.6% | $10,886-89.2% |